# Kyle Wasson

> Kyle Wasson is a fee-only financial advisor at Inside Edge Capital in Georgetown, Texas, who holds the CFP credential. Inside Edge Capital reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Inside Edge Capital
- **Based in:** Georgetown, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $44.8M across 130 accounts
- **Credentials:** CFP
- **Works with:** Retirees, Pre-retirees, Multi-generational families
- **CRD:** 6416906 (https://adviserinfo.sec.gov/individual/summary/6416906)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.newagewealth.com/

## Frequently asked questions

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

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

### Where is Kyle Wasson based?

Kyle Wasson is based in Georgetown, Texas.

### What credentials does Kyle Wasson hold?

Kyle Wasson holds the CFP credential.

### Is Kyle Wasson registered with the SEC?

Yes. Kyle Wasson is registered as an investment adviser representative in NY and TX (CRD 6416906), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Inside Edge Capital manage?

Inside Edge Capital reports $44.8M across 130 accounts in assets under management.

### How do I contact Kyle Wasson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6416906): 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://insideedgecapital.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.