Jacob McCarney
Next Level Wealth Planning · Meridian, Idaho
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 | $322.7M across 1,510 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, CO, ID, OR, TX, UT, WA · CRD 4824501 |
| Exams passed | Series 63 (2004) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.nlwealthplanning.com |
How Jacob's firm compares
- Next Level Wealth Planning's average account is about $214,000, from its Form ADV (assets managed divided by 1,510 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Next Level Wealth Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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