Randall Newton
Eagle Wealth Management Group · Charlotte, North Carolina
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.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Eagle Wealth Management Group |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $417.5M across 483 accounts |
| SEC registration | Investment adviser representative in NC, SC · CRD 2849862 |
| Exams passed | Series 63 (1999) · Series 65 (2001) · Series 66 (2011) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.eaglewealthinc.com |
How Randall's firm compares
- Eagle Wealth Management Group's average account is about $864,000, from its Form ADV (assets managed divided by 483 accounts).
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Questions about Randall
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.
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
- Eagle Wealth Management Group 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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