Kyle Packard
Packard Wealth Strategies · Alexandria, Virginia
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.
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Specialties
Who they serve
- High earners
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 |
| Assets under management | $12.9M across 70 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, VA · CRD 7906828 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.packardwealth.com |
| Profile |
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Questions about Kyle
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.
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
- Packard Wealth Strategies 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.
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