Kyle Newell

CFP® CRPC®

Financial Advisor

Newell Wealth Management


Winter Garden, FL
Anywhere / Virtual Meetings
Kyle Newell
  • https://www.facebook.com/NewellWM
  • https://www.linkedin.com/in/kylenewell/
  • https://newellwm.com/blog/

Fee-Only financial planner located in Winter Garden, FL, serving clients locally in the greater Orlando, FL area face to face and across the country virtually.

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Kyle Newell is a Winter Garden, FL fee-only financial advisor serving clients locally in the greater Orlando, FL area face to face and across the country virtually. Newell Wealth Management provides comprehensive financial planning, retirement income, tax planning and investment management to help Disney Leaders and Salaried Cast Members, retirees, and near-retirees 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.

Get to Know Kyle Newell

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. 
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I Can Help You With:

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Estate Planning

Ideal Clients:

  • Retirees and Near Retirees
  • Walt Disney Company Employees
  • Academics
  • Teachers

Office Locations

  • 213 S Dillard St, Ste. 150H - Winter Garden, FL 34787

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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