# Kimberly Newsome

> Kimberly Newsome is a fee-only financial advisor at TSN Wealth & Tax Management in Brownsburg, Indiana. Kimberly focuses on retirement planning, tax planning and estate & legacy planning. TSN Wealth & Tax Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kimberly-newsome/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TSN Wealth & Tax Management
- **Based in:** Brownsburg, Indiana
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $287.0M across 2,118 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Sustainable & impact investing
- **CRD:** 7411781 (https://adviserinfo.sec.gov/individual/summary/7411781)
- **SEC registration:** Investment adviser representative in KY, OH
- **Exams passed:** Series 65 (2021)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.tsnadvisors.com/

## Frequently asked questions

### Is Kimberly Newsome a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and TSN Wealth & Tax Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kimberly charge for financial advice?

Kimberly's firm, TSN Wealth & Tax Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kimberly Newsome based?

Kimberly Newsome is based in Brownsburg, Indiana.

### What does Kimberly specialize in?

Kimberly's specialties include retirement planning, tax planning, estate & legacy planning and sustainable & impact investing.

### Is Kimberly Newsome registered with the SEC?

Yes. Kimberly Newsome is registered as an investment adviser representative in KY and OH (CRD 7411781), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TSN Wealth & Tax Management manage?

TSN Wealth & Tax Management reports $287.0M across 2,118 accounts in assets under management.

### How do I contact Kimberly Newsome?

Through Kimberly's website, www.tsnadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7411781): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.tsnadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.