Kyle Wasson
Inside Edge Capital · Georgetown, Texas
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.
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Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Inside Edge Capital |
|---|---|
| Based in | Georgetown, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $44.8M across 130 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 6416906 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.newagewealth.com |
How Kyle's firm compares
- Inside Edge Capital's average account is about $345,000, from its Form ADV (assets managed divided by 130 accounts).
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Questions about Kyle
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.
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
- Inside Edge Capital 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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