Next Level Wealth Planning, LLC

RIASEC RegisteredEst. 2023
Total AUM
$323M
Discretionary
$315M
98% of AUM
Avg account
$214K
Accounts
1,510
Employees
5
Advisory reps
5

Firm details

Headquarters
Meridian, Idaho
CRD number
327644
Registered since
September 19, 2023
Website
nlwealthplanning.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI55.54%
  • Individuals44.46%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Next Level Wealth Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. It serves individuals and families, offering financial planning and portfolio management for both personal and small-business or institutional clients. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and does not operate as a capital allocator; instead it relies on third-party managers for alternative exposure. It identifies as a single-state adviser and is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 46%, Public Funds/Mutual Funds 22%, Non-Exchange Traded Equities 17%, Cash & Cash Equivalents 14%, Non-Investment Grade Corp Bonds 1%46%
  • Exchange Traded Equities46%
  • Public Funds/Mutual Funds22%
  • Non-Exchange Traded Equities17%
  • Cash & Cash Equivalents14%
  • Non-Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • Karen Eamon

    Karen Eamon

    Chief Compliance OfficerCRD 6701610

Contacts

3 of 4
  • Kaden McCarney

    Kaden McCarney

    Certified Financial PlannerCRD 8166933

  • Chad Majors

    Chad Majors

    Financial AdvisorCRD 4521770

  • Jacob Mccarney

    Jacob Mccarney

    Founding MemberCRD 4824501

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 49

Active vs passive

$206M in ETFs

Passive

83%

$172M

Active

14%

$34.3M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$66.9M97,40732.41%
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Location

Primary office

Meridian, ID

Ada

Location

Meridian, ID

Headquartered in Meridian, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.

Metro area
Boise City-Mountain Home-Ontario, ID-OR
Region
West
County
Ada
Address
1817 N Lakes Pl
Time zone
MT (UTC-7)
Office locations

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