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NEXT GEN FINANCIAL PLANNING
NEXT GEN FINANCIAL PLANNING, LLC
CRD 337683
1455 FRAZEE RD, SUITE 543, SAN DIEGO, CA, 92108, United States
Phone
(619)259-0584
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.5M
Discretionary AUM
$43.5M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $22.4M |
| High net worth individuals | 20 | $21.1M |
All web addresses on file
Official SEC filing: View on IAPD