# Randall Newton

> Randall Newton is a fee-only financial advisor at Eagle Wealth Management Group in Charlotte, North Carolina. Randall focuses on retirement planning. Eagle Wealth Management Group reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Eagle Wealth Management Group
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $417.5M across 483 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 2849862 (https://adviserinfo.sec.gov/individual/summary/2849862)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 63 (1999), Series 65 (2001), Series 66 (2011)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.eaglewealthinc.com

## Frequently asked questions

### Is Randall Newton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Randall holds no broker registration, and Eagle Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Randall charge for financial advice?

Randall's firm, Eagle Wealth Management Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Randall Newton based?

Randall Newton is based in Charlotte, North Carolina.

### What does Randall specialize in?

Randall's specialties include retirement planning. Randall works with pre-retirees.

### Is Randall Newton registered with the SEC?

Yes. Randall Newton is registered as an investment adviser representative in NC and SC (CRD 2849862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Eagle Wealth Management Group manage?

Eagle Wealth Management Group reports $417.5M across 483 accounts in assets under management.

### How do I contact Randall Newton?

Through Randall's website, www.eaglewealthinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2849862): 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://eaglewealthinc.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.
