Kaylan Andersen
Nuwealth Advisors · St. George, Utah
Kaylan Andersen is a fee-only financial advisor at Nuwealth Advisors in St. George, Utah, who holds the CFP and ChFC credentials. Nuwealth Advisors reports charging hourly fees on its Form ADV.
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Facts
| Firm | Nuwealth Advisors |
|---|---|
| Based in | St. George, Utah |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $31.5M across 268 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in NV, TX, UT · CRD 6447966 |
| Exams passed | Series 63 (2015) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kaylan's firm compares
- Nuwealth Advisors's average account is about $118,000, from its Form ADV (assets managed divided by 268 accounts).
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Questions about Kaylan
Is Kaylan Andersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaylan holds no broker registration, and Nuwealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kaylan charge for financial advice?
Kaylan's firm, Nuwealth Advisors, reports charging hourly fees on its SEC Form ADV.
Where is Kaylan Andersen based?
Kaylan Andersen is based in St. George, Utah.
What credentials does Kaylan Andersen hold?
Kaylan Andersen holds the CFP and ChFC credentials.
Is Kaylan Andersen registered with the SEC?
Yes. Kaylan Andersen is registered as an investment adviser representative in NV, TX and UT (CRD 6447966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nuwealth Advisors manage?
Nuwealth Advisors reports $31.5M across 268 accounts in assets under management.
How do I contact Kaylan Andersen?
Contact details aren't on file yet. Search for Nuwealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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