# Kaden McCarney

> Kaden McCarney is a fee-only financial advisor at Next Level Wealth Planning in Meridian, Idaho. Kaden 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/kaden-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
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 8166933 (https://adviserinfo.sec.gov/individual/summary/8166933)
- **SEC registration:** Investment adviser representative in ID, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.nlwealthplanning.com

## Frequently asked questions

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

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

Kaden'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 Kaden charge?

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

### Where is Kaden McCarney based?

Kaden McCarney is based in Meridian, Idaho.

### What does Kaden specialize in?

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

### Is Kaden McCarney registered with the SEC?

Yes. Kaden McCarney is registered as an investment adviser representative in ID and TX (CRD 8166933), 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 Kaden McCarney?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8166933): 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.