Kimberly Newsome
TSN Wealth & Tax Management · Brownsburg, Indiana
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.
Request an introduction to Kimberly →
Specialties
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 | $287.0M across 2,118 accounts |
| SEC registration | Investment adviser representative in KY, OH · CRD 7411781 |
| Exams passed | Series 65 (2021) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.tsnadvisors.com |
| Profile |
How Kimberly's firm compares
- TSN Wealth & Tax Management's average account is about $136,000, from its Form ADV (assets managed divided by 2,118 accounts).
Request an introduction to Kimberly
Tell Kimberly a little about what you're looking for. Kimberly isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kimberly
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.
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
- TSN Wealth & Tax Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.