NEXT GEN FINANCIAL PLANNING

Overview

Next Gen Financial Planning is an independent RIA organized as an LLC and run by an individual owner. The firm’s client focus is individuals and families, with service lines centered on financial planning, discretionary portfolio management for individuals and small businesses, selecting third‑party advisers when appropriate, and running educational seminars or workshops. Fee arrangements include percentage‑of‑AUM, hourly work, and fixed fees, which supports both ongoing advisory relationships and one‑off planning engagements. Investment posture is equity‑tilted: the firm prefers exchange‑traded securities as the primary building blocks of client portfolios and uses mutual funds as supplemental vehicles. It operates as a capital allocator in the sense of selecting outside managers and implementing model portfolios, but it does not report active ESG investing. Portfolios are managed on a discretionary basis and appear geared toward liquid, exchange‑traded instruments rather than a heavy reliance on private alternative funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices