# Chad Majors

> Chad Majors is a fee-only financial advisor at Next Level Wealth Planning in Meridian, Idaho. Chad focuses on retirement planning. Next Level Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/chad-majors/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Next Level Wealth Planning
- **Based in:** Meridian, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** typically works with clients with $500,000 or more
- **Assets under management (firm):** $322.7M across 1,510 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4521770 (https://adviserinfo.sec.gov/individual/summary/4521770)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, ID, OR, TX, UT, WA
- **Exams passed:** Series 63 (2002), Series 65 (2020)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.nlwealthplanning.com

## Frequently asked questions

### Is Chad Majors a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Next Level Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Chad charge for financial advice?

Chad's firm, Next Level Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Chad charge?

According to Next Level Wealth Planning's website, checked October 30, 2026: typically works with clients with $500,000 or more.

### Where is Chad Majors based?

Chad Majors is based in Meridian, Idaho.

### What does Chad specialize in?

Chad's specialties include retirement planning. Chad works with pre-retirees and retirees.

### Is Chad Majors registered with the SEC?

Yes. Chad Majors is registered as an investment adviser representative in AZ, CA, CO, ID, OR, TX, UT and WA (CRD 4521770), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Next Level Wealth Planning manage?

Next Level Wealth Planning reports $322.7M across 1,510 accounts in assets under management.

### How do I contact Chad Majors?

Through Chad's website, www.nlwealthplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4521770): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://nlwealthplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.