# Kyle Spiewak

> Kyle Spiewak is a fee-only financial advisor at Pacific Point in San Diego, California. Kyle focuses on tax planning, estate & legacy planning and sustainable & impact investing. Pacific Point reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Pacific Point
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $389.6M across 241 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Sustainable & impact investing
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 7073487 (https://adviserinfo.sec.gov/individual/summary/7073487)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.pacificpoint.net/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Pacific Point 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, Pacific Point, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kyle Spiewak based?

Kyle Spiewak is based in San Diego, California.

### What does Kyle specialize in?

Kyle's specialties include tax planning, estate & legacy planning and sustainable & impact investing. Kyle works with founders, ultra high net worth and multi-generational families.

### Is Kyle Spiewak registered with the SEC?

Yes. Kyle Spiewak is registered as an investment adviser representative in CA (CRD 7073487), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pacific Point manage?

Pacific Point reports $389.6M across 241 accounts in assets under management.

### How do I contact Kyle Spiewak?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7073487): 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://www.pacificpoint.net/): 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.