CRD: 292468
Nextgen Financial Advice LLC
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- Custodian
- Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Bridge crestDelta eagle
- Established Date
- 03-13-2018
- Office Locations
- 1
Office Locations
About Nextgen Financial Advice LLC
NextGen Financial Advice is a fee-only, sworn-fiduciary firm providing virtual financial planning and investment management for individuals pursuing financial independence and early retirement. Planning spans taxes, retirement and 529 goals, alongside portfolio construction and ongoing management using ETFs, mutual funds, index funds and fixed income. No minimums; clients can access accounts via Schwab Alliance and a RightCapital portal.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Brian Jones
Chief Compliance Officer, FINANCIAL PLANNER, Partner
- CRD
- #6126399
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,885,708 | -- |
| Non-Discretionary | $902,032 | -- |
| Total | $8,787,740 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,787,740
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,249,844,702 | 14.5% |
| Equity - Exchange | $922,299,194 | 10.7% |
| Cash | $2,896,191,862 | 33.6% |
| Corporate - Investment Grade | $3,551,282,879 | 41.2% |
| Total | $8,619,618,637 | 100.0% |