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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- LegacyVertex +more
- Established Date
- 08-01-2023
- Office Locations
- 2
Office Locations
About Next Level Wealth Planning, LLC
Next Level Wealth Planning is an independent, fee-only fiduciary SEC-registered RIA based in Meridian, Idaho, serving Treasure Valley households and clients nationwide. The team delivers wealth management, retirement income planning, and ongoing investment management for families with $500k+ in investable assets, especially those within 10 years of retirement or recently retired. Client access is available via Schwab Alliance and Raymond James.
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Owner & Executives
KAREN JEAN EAMON
Chief Compliance Officer, Manager
- CRD
- --
- Ownership
- Less than 5%
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MICHAEL FOWLER ABOUSSIE
Wealth Manager
- CRD
- #5727927
CHAD THOMAS MAJORS
--
- CRD
- #4521770
Summit unison
Prime crest
- CRD
- #59384
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,392,411 | $228,711 |
| Non-Discretionary | $7,339,756 | $56,029 |
| Total | $322,732,167 | $213,730 |
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Separately Managed Accounts
Total SMA Asset: $322,732,167
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $102,571,216 | 8.7% |
| Public Funds | $282,955,079 | 24.0% |
| Equity - OTC | $443,296,290 | 37.6% |
| Cash | $94,318,360 | 8.0% |
| Corporate - Non-Investment Grade | $255,838,551 | 21.7% |
| Total | $1,178,979,496 | 100.0% |