Kyle Newell, CFP®, CRPC®

Advisor for Disney Cast Members, Leaders, Crew, Imagineers, and their families

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Newell Wealth Management Kyle Newell, CFP®, CRPC®
Winter Garden, FL

Serving Clients Nationwide

Advisor for Disney Cast Members, Leaders, Crew, Imagineers, and their families

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I’m Kyle Newell.

I own Newell Wealth Management and am a fee-only financial advisor located in Winter Garden, FL. I serve clients in the greater Orlando, FL, area in person and across the country virtually.

I have been in financial services for 10+ years working at several Fortune 100 companies as a financial advisor.

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? No. Yet, I will continue giving my best for the clients I serve.

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

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

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

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

You’re age 50+. You have over $1 Million in retirement savings.

But you have questions…

❓ “How do I safely create tax-efficient income?”

❓ “How can I reduce my taxes in retirement?”

❓ “Are my investments suitable for retirement?”

Time is short. Information is everywhere. You want to make the right decisions.

Here are a few ways we help:

✅ WEIGHING YOUR OPTIONS: There are endless choices when it comes to retirement strategy and investment decisions. Which are the right options for you? What are the pros/cons?

✅ RUNNING THE NUMBERS: What are the tax implications? What about healthcare costs and inflation? I run the numbers to help you understand potential outcomes.

✅ KEEPING AN EYE ON THINGS: What’s the market doing? The economy? Should you adjust anything? Life is changing constantly. I “man the store” so you can live your life.

We offer tax smart retirement planning, investment management, and financial planning.

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Kyle Newell, a fee-only financial advisor in Winter Garden, FL, serving clients in the greater Orlando, FL, area in person and across the country virtually.

Investment management, retirement income, tax strategies and other financial planning strategies. NEWELL WEALTH MANAGEMENT, LLC is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted.

Education

University of Florida, Bachelor's Degree, Physics | The College for Financial Planning Master of Science - MS, Personal Financial Planning

Hobbies and Interests

  • Basketball
  • Church
  • Family
  • Reading

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Educators
  • Gen X
  • Gen Y / Millennials
  • Living in Retirement
  • Parents
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.