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Advisor

Kyle Eagle

Mason & Associates · Newport News, Virginia

Kyle Eagle is a fee-only financial advisor at Mason & Associates in Newport News, Virginia, who holds the CFP credential. Mason & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmMason & Associates
Based in Newport News, Virginia
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$471.4M across 1,687 accounts
CredentialsCFP
SEC registration Investment adviser representative in VA · CRD 7694050
Exams passedSeries 65 (2023)
Firm size11 employees
Disclosures None reported
Websitewww.masonllc.net

How Kyle's firm compares

  • Mason & Associates's average account is about $279,000, from its Form ADV (assets managed divided by 1,687 accounts).

What fee-only advisors charge in Virginia

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Questions about Kyle

Is Kyle Eagle a fee-only financial advisor?

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

How does Kyle charge for financial advice?

Kyle's firm, Mason & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Kyle Eagle based?

Kyle Eagle is based in Newport News, Virginia.

What credentials does Kyle Eagle hold?

Kyle Eagle holds the CFP credential.

Is Kyle Eagle registered with the SEC?

Yes. Kyle Eagle is registered as an investment adviser representative in VA (CRD 7694050), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Mason & Associates manage?

Mason & Associates reports $471.4M across 1,687 accounts in assets under management.

How do I contact Kyle Eagle?

Through Kyle's website, www.masonllc.net.

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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