# Kyle Newell

> Kyle Newell is a fee-only financial advisor at Newell Wealth Management in Winter Garden, Florida, who holds the CFP and CRPC credentials. Kyle charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $1,800 a year and typically works with clients with $1,000,000 or more) and focuses on retirement planning, tax planning and pension planning.

Page: https://find.wellspent.co/advisors/kyle-newell/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Newell Wealth Management
- **Based in:** Winter Garden, Florida
- **Fee model:** Percentage of assets; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $1,800 a year; typically works with clients with $1,000,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $49.7M across 244 accounts
- **Credentials:** CFP, CRPC
- **Specialties:** Retirement planning, Tax planning, Pension planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 5932772 (https://adviserinfo.sec.gov/individual/summary/5932772)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://newellwm.com

## Frequently asked questions

### Is Kyle Newell a fee-only financial advisor?

Yes. Kyle Newell is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kyle's firm.

### How does Kyle charge for financial advice?

Kyle charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### How much does Kyle charge?

According to Newell Wealth Management's website, checked October 28, 2026: ongoing planning from $1,800 a year; typically works with clients with $1,000,000 or more.

### Does Kyle work with clients virtually?

Yes. Newell Wealth Management says on its website that it works with clients remotely.

### Where is Kyle Newell based?

Kyle Newell is based in Winter Garden, Florida.

### What does Kyle specialize in?

Kyle's specialties include retirement planning, tax planning, pension planning and estate & legacy planning. Kyle works with pre-retirees and retirees.

### What credentials does Kyle Newell hold?

Kyle Newell holds the CFP and CRPC credentials.

### Is Kyle Newell registered with the SEC?

Yes. Kyle Newell is registered as an investment adviser representative in FL and TX (CRD 5932772), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Newell Wealth Management manage?

Newell Wealth Management reports $49.7M across 244 accounts in assets under management.

### How do I contact Kyle Newell?

Through Kyle's website, newellwm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/kyle-newell-11134): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://newellwm.com/): specialties, clients served, and fees, checked October 28, 2026

---

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