NEXT GENERATION WEALTH PLANNING, LLC

RIASEC Registered

Total AUM

$52.2M

Discretionary

0% of AUM

Avg account

$376K

Accounts

139

Employees

Advisory reps

Firm details

Headquarters: FORKED RIVER, New Jersey
CRD number: 141615
Website: www.ngwp.org
Custodians: SEI INVESTMENTS DISTRIBUTION CO., PERSHING LLC, ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI81.91%
Individuals13.04%
Charitable Organizations2.4%
Banking / Thrift Institutions2.11%
Pension & Profit Sharing Plans0.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Next Generation Wealth Planning, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm advises individual and family clients and functions as a capital allocator, which indicates it selects and directs third-party managers in addition to managing client portfolios directly. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, fixed fees and other fee structures. The firm does not position itself as an active ESG investor and appears to operate with a single-state focus.