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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation catalystNorth delta
- Established Date
- 09-05-2014
- Office Locations
- 1
Office Locations
About Nextgen Wealth
NextGen Wealth is a Lee’s Summit, MO RIA led by CFP® Clint Haynes focused on near-retirees and retirees. The firm delivers comprehensive financial planning and investment management built around a “Retirement Checkup” and personalized retirement transition plan, including tax reduction strategies, Social Security/Medicare planning, Roth conversion analysis, and retirement income optimization. Serves clients in Kansas City and virtually across 10 states as a fiduciary, fee-based advisor.
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Owner & Executives
CLINT MATTHEW HAYNES
Chief Compliance Officer, Financial Advisor, FINANCIAL PLANNER, FOUNDER, General Partner
- CRD
- #4412753
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,734,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,734,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,734,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,187,125,981 | 40.9% |
| Cash | $4,605,358,080 | 59.1% |
| Total | $7,792,484,061 | 100.0% |