Kyle Spiewak
Pacific Point · San Diego, California
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.
Request an introduction to Kyle →
Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Pacific Point |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $389.6M across 241 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7073487 |
| Exams passed | Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pacificpoint.net |
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 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.
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
- Pacific Point 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.
See something wrong? Request a correction. Read our methodology.