Newell Wealth Management, LLC is an independent, fee-only fiduciary financial planning and investment advisory firm located on South Dillard Street in historic downtown Winter Garden, Florida. Founded by Certified Financial Planner Kyle Newell, CFP®, CRPC®, MS, the practice specializes in serving retirees and pre-retirees across Winter Garden, Windermere, Ocoee, and western Orange County with retirement income structuring, tax-efficient withdrawal planning, and fiduciary portfolio management.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Newell Wealth Management Official Website
Issuer: SEC / State of Florida Office of Financial Regulation
Notes: Newell Wealth Management, LLC (Firm CRD #317576) operates as a strictly fee-only fiduciary Registered Investment Adviser in Winter Garden, FL.
Issuer: Certified Financial Planner Board of Standards
Notes: Founder Kyle Newell holds the Certified Financial Planner (CFP®) designation, Chartered Retirement Planning Counselor (CRPC®) credential, and a Master of Science in Personal Financial Planning.
Factual details and direct answers about Newell Wealth Management, LLC's services, licensing, and credentials.
Is Newell Wealth Management a fee-only fiduciary firm in Winter Garden?
Yes, Newell Wealth Management, LLC (CRD #317576) is a strictly fee-only Registered Investment Adviser affiliated with the Fee-Only Network and XY Planning Network, operating under a 100% fiduciary standard without product commissions.
What retirement credentials does founder Kyle Newell hold?
Kyle Newell holds the Certified Financial Planner (CFP®) certification, the Chartered Retirement Planning Counselor (CRPC®) designation, and a Master of Science in Personal Financial Planning.
Where is Newell Wealth Management located in West Orange County?
The firm's office is located at 213 South Dillard Street, Suite 150H, in Winter Garden, Florida 34787, convenient to Winter Garden, Windermere, Horizon West, and Ocoee.
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