Kaden McCarney
Next Level Wealth Planning · Meridian, Idaho
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.
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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 |
| SEC registration | Investment adviser representative in ID, TX · CRD 8166933 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.nlwealthplanning.com |
How Kaden'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 Kaden
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.
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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