# Kyle Packard

> Kyle Packard is a fee-only financial advisor at Packard Wealth Strategies in Alexandria, Virginia, who holds the CFP and ChFC credentials. Kyle charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,992 a year and one-time plans from $8,400) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Packard Wealth Strategies
- **Based in:** Alexandria, Virginia
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,992 a year; one-time plans from $8,400; $500 an hour; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $12.9M across 70 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** High earners
- **CRD:** 7906828 (https://adviserinfo.sec.gov/individual/summary/7906828)
- **SEC registration:** Investment adviser representative in TX, VA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.packardwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Packard Wealth Strategies 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 charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Kyle charge?

According to Packard Wealth Strategies's website, checked October 30, 2026: ongoing planning from $4,992 a year; one-time plans from $8,400; $500 an hour; 1% a year on the first tier of assets managed.

### Where is Kyle Packard based?

Kyle Packard is based in Alexandria, Virginia.

### What does Kyle specialize in?

Kyle's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Kyle works with high earners.

### What credentials does Kyle Packard hold?

Kyle Packard holds the CFP and ChFC credentials.

### Is Kyle Packard registered with the SEC?

Yes. Kyle Packard is registered as an investment adviser representative in TX and VA (CRD 7906828), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Packard Wealth Strategies manage?

Packard Wealth Strategies reports $12.9M across 70 accounts in assets under management.

### How do I contact Kyle Packard?

Through Kyle's website, www.packardwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7906828): 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://packardwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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