# Jacob McCarney

> Jacob McCarney is a fee-only financial advisor at Next Level Wealth Planning in Meridian, Idaho, who holds the CFP credential. Jacob 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/jacob-mccarney/
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
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 4824501 (https://adviserinfo.sec.gov/individual/summary/4824501)
- **SEC registration:** Investment adviser representative in AZ, CA, CO, ID, OR, TX, UT, WA
- **Exams passed:** Series 63 (2004)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.nlwealthplanning.com

## Frequently asked questions

### Is Jacob McCarney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?

Jacob'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 Jacob charge?

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

### Where is Jacob McCarney based?

Jacob McCarney is based in Meridian, Idaho.

### What does Jacob specialize in?

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

### What credentials does Jacob McCarney hold?

Jacob McCarney holds the CFP credential.

### Is Jacob McCarney registered with the SEC?

Yes. Jacob McCarney is registered as an investment adviser representative in AZ, CA, CO, ID, OR, TX, UT and WA (CRD 4824501), 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 Jacob McCarney?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4824501): 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

---

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