$24.5M Total AUM
$24.5M Disc. AUM
-- 3Y CAGR
1 Employees
68 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberMatrix
- Established Date
- 08-31-2018
- Office Locations
- 1
Office Locations
-- Houston TX
About NXT:GEN Financial Planning
Nxt:Gen Financial Planning is a Houston-based, virtual, fee-only RIA focused on veterinarians. Led by CFP professional Ashley Foster (trained through the Kinder Institute of Life Planning), the firm combines values-based financial planning with portfolio management, emphasizing goal-driven asset allocation and ETF-centric implementation. Services also include tax, insurance, and estate planning coordination.
Team overview
-- AVG AGE
$24.5M AVG AUM / ADVISOR
$360.4K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Open the full profile to inspect shifts in legacy foundation.
Premium access reveals conviction themes in radial focus.
Unlock to compare peer behavior around prime unison.
See the complete signal summary connected to oak.
Open the full profile to inspect shifts in meridian zenith.
Open the full profile to inspect shifts in pathway unison.
Upgrade to reveal position-level detail across delta foundation.
Premium access reveals conviction themes in element optima momentum.
Asset Classes
Beacon delta Crest Radial
Custodian
Ember vertex Vital pioneer Crest Eagle Radial
Investment Themes
Signal Element insight Delta wave
Investment Vehicles
Beacon Focus ridge
Platform
Delta Vector
Services
Zenith Fusion Delta Signal harbor Capital delta Capital Wave Pathway
Technology
Radial meridian Wave oak
Owner & Executives
ASHLEY MANUEL FOSTER
Chief Compliance Officer, Financial Planner, PRINCIPAL
- CRD
- #5462249
- Ownership
- 75% or more
(756) 265-4295
momentum.timber@atlascapital.com
in linkedin.com/in/oak-focus
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,503,853 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,503,853 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $24,503,853
Equity - Exchange:
12.7% Public Funds:
37.8% Cash:
49.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $708,931,052 | 12.7% |
| Public Funds | $2,110,046,752 | 37.8% |
| Cash | $2,763,156,460 | 49.5% |
| Total | $5,582,134,264 | 100.0% |