Newell Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Newell Wealth Management is a state-registered independent advisory firm that serves individuals and high-net-worth clients and also provides services to employer plan sponsors. The firm offers ongoing wealth management through tiered programs, project-based “Day Pass” financial planning, an Advice+ investment-only option, hourly/pro-bono consultations, and access to fee-based annuities.
The firm uses a structured Keys to Wealth planning framework to coordinate retirement income, investment strategy, tax-aware planning, and life‑transition considerations, and it blends passive and active strategies with tactical asset-allocation adjustments within strategic ranges. Newell monitors held-away retirement accounts, acts as a fiduciary for retirement account advice, may engage third‑party sub‑advisors (including Betterment Advisor Solutions), and coordinates tax work with independent tax professionals for clients in its higher service tier.
Distinctive features noted in the firm’s disclosure include sponsorship of a wrap-fee program and use of the Betterment platform (with sub-advisory fees disclosed at 0.12–0.20% paid directly by clients). The firm’s ADV also discloses use of hypothetical performance and client testimonials in its advertising materials and an offering of employee benefit plan/pension consulting—items that are relatively uncommon among similarly structured solo independent advisers.
Client services
Expertise
Fee options
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.90% $0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.50% $0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Hourly rates range from $250 to $500
Minimum fee: Annual Pass minimum annual fee $1,800; Signature Service minimum annual fee $18,000 Fee-only: Project-based financial planning fees range from $2,000 to $10,000; hourly rates range from $250 to $500
Main office
213 South Dillard Street, Suite #150 H
Winter Garden FL 34787
Advisors at this office
2
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Matthew D
Series 65
Winter Garden, FL
Newell Wealth Management, LLC
Matthew Dowling is a financial advisor with Newell Wealth Management, LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Newell Wealth Management, he spent eight years at Lockheed Martin and a year at the Georgia Institute of Technology. Newell Wealth Management is a state-registered independent advisory firm serving individuals, high-net-worth clients, and employer plan sponsors. The firm uses a structured planning framework that integrates retirement income, tax-aware planning, and investment strategy, combining passive and active approaches with tactical asset allocation adjustments.
Kyle N
CFP®, CRPC®
Winter Garden, FL
Newell Wealth Management, LLC
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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