Kyle Newell, CFP®, CRPC Newell Wealth Management

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About Kyle Newell, CFP®, CRPC

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.

Clients usually come to me needing help answering questions on their mind. Some of the top questions are:
• Am I on track?
• Am I doing the right things?
• Am I missing anything?

I have spent 10 + years helping address these questions and more. While working with a diverse mix of clients over the years, I have spent a considerable amount of time helping these types of clients:

• Near retirees looking to retire before 65
• Disney executives and cast members
• Academics that work for the State of Florida system

In addition to on-the-job experience, I am a firm believer in continuous learning. As such, my undergrad is in Physics, my Master’s degree is in Personal Financial Planning, I am a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Retirement Planning Counselor℠ and consume hours of continuing education each year.

Personally, I am a Christian, a husband, a dad and have two dogs. I enjoy reading, playing acoustic guitar, hiking, Gator sports, Disney theme parks, playing pickup basketball and serving wherever I am needed at church.

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Recently Published

Disney Cast Member Benefit – Legal Plan

September 15, 2022

If you are a Disney Cast Member, you may be eligible for an awesome employee benefit, access to legal services. You may think though, why do you need an attorney?

The post Disney Cast Member Benefit – Legal Plan appeared first on Newell Wealth Management.

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How Will I Afford Medical Expenses in Retirement?

September 7, 2022

Healthcare costs are repeatedly a top concern for those near and in retirement. How much will it cost and how do you pay for it?

The post How Will I Afford Medical Expenses in Retirement? appeared first on Newell Wealth Management.

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How Much Will I Pay in Taxes in Retirement?

September 2, 2022

How much will I pay in taxes in retirement?

The post How Much Will I Pay in Taxes in Retirement? appeared first on Newell Wealth Management.

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Ideal Clients

  • Baby Boomers
  • Business Executives
  • Educators, Teachers, and Academics
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Assets Under Management: 0.75%

SEC Records

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