NEXT GEN FINANCIAL PLANNING

RIASEC Registered

Total AUM

$33.3M

Discretionary

$33.3M

100% of AUM

Avg account

$245K

Accounts

136

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 283233
Website: www.nextgenfinancialplanning.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI58.82%
Individuals41.18%
Services: Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Next Gen Financial Planning operates as an independent Registered Investment Advisor (RIA) structured as a Limited Liability Company. The firm focuses on providing financial planning services and portfolio management primarily for individuals and families. Their business model includes a fee structure based on a percentage of assets under management, hourly charges, and fixed fees. The firm engages in various advisory activities, including educational seminars and the publication of periodicals or newsletters. While they do not actively invest in ESG (Environmental, Social, and Governance) assets, they maintain a diverse approach to investment strategies.