Kyle Newell
Newell Wealth Management · Winter Garden, Florida
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.
Request an introduction to Kyle →
Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $49.7M across 244 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in FL, TX · CRD 5932772 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | newellwm.com |
| Profile |
How Kyle's firm compares
- Ongoing planning starts at $1,800 a year, below the Florida median of $4,200 for fee-only firms that publish prices.
- Newell Wealth Management's average account is about $204,000, from its Form ADV (assets managed divided by 244 accounts).
Request an introduction to Kyle
Tell Kyle a little about what you're looking for. Kyle 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 Kyle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Newell Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.