Kyle Newell
CFP®, CRPC®
Newell Wealth Management
Financial Advisor
Kyle Newell
CFP®, CRPC®
Newell Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kyle Newell, CFP®, CRPC®
Fee-Only financial planner located in Winter Garden, FL, serving clients locally and across the country
Kyle Newell is a Winter Garden, FL fee-only financial advisor serving clients locally and across the country. Newell Wealth Management provides comprehensive financial planning, retirement income, tax planning and investment management to help retirees and near-retirees, corporate executives and Florida academics organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kyle Newell is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi, I’m Kyle Newell.
I own Newell Wealth Management and am a fee only financial advisor located in Winter Garden, FL, serving clients in the greater Orlando, FL, area in person and across the country virtually.
I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly.
Am I perfect? By no means. Yet, I will continue to try my very best for the clients I serve.
EDUCATION
- Masters Degree in Personal Financial Planning from The College for Financial Planning
- Bachelors in Physics from the University of Florida
CERTIFCATIONS
- CERTIFIED FINANCIAL PLANNER™
- Chartered Retirement Planning Counselor℠
FAITH
- The most important thing in my life is my relationship with my Lord and Savior, Jesus Christ. My faith as a Christian defines who I am and what I do.
FAMILY
- Husband to Brooke
- Dad to 2 boys
- 2 Labradoodles, Tracker and Tucker
FUN
- Outside of church and family, I enjoy hanging out with friends, playing the acoustic guitar, playing pickup basketball, watching Gator sports, Disney, hiking, the beach, reading and a host of other things.
PHYSICS and FOOTBALL
- My time at UF was incredibly impactful. Physics helped me learn to think outside the box and football taught me the importance of striving for excellence.
Kyle Newell is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
I’ve been helping clients with their money for over 10 years. I like to keep things simple, focus on what we can control and continuously strive to deliver better than expected outcomes. I seek first to understand, then work together with a client to craft plans, put those plans into action and review them regularly.
-Retirement Income
-401k help
-Investment advice
-Tax strategy
-Pension decisions
-Healthcare in retirement
-Insurance coverage
-College planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kyle Newell is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Kyle Newell is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kyle Newell is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Kyle Newell is Quoted on CNN.com: "Why these 'unretirees' went back to work"
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Kyle Newell is Quoted on CNBC: "These 10 U.S. real estate markets are cooling the fastest: Here’s what to know if you’re a prospective buyer"
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Kyle Newell is Quoted in ThinkAdvisor: "How to Quell Clients' 401(k) Balance Panic in Bear Markets: Advisors’ Advice (Slide 20)"
Contact Kyle Newell
Office Locations:
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213 S Dillard St
Ste. 150H
Winter Garden, FL 34787
