Keka Rath
Nextgen Wealth Counselors Limited Liability Company · Plainsboro, New Jersey
Keka Rath is a fee-only financial advisor at Nextgen Wealth Counselors Limited Liability Company in Plainsboro, New Jersey, who holds the CFP credential. Nextgen Wealth Counselors Limited Liability Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Nextgen Wealth Counselors Limited Liability Company |
|---|---|
| Based in | Plainsboro, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $104.7M across 179 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 5091421 |
| Exams passed | Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Keka's firm compares
- Nextgen Wealth Counselors Limited Liability Company's average account is about $585,000, from its Form ADV (assets managed divided by 179 accounts).
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Questions about Keka
Is Keka Rath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keka holds no broker registration, and Nextgen Wealth Counselors Limited Liability Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keka charge for financial advice?
Keka's firm, Nextgen Wealth Counselors Limited Liability Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Keka Rath based?
Keka Rath is based in Plainsboro, New Jersey.
What credentials does Keka Rath hold?
Keka Rath holds the CFP credential.
Is Keka Rath registered with the SEC?
Yes. Keka Rath is registered as an investment adviser representative in NY and TX (CRD 5091421), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nextgen Wealth Counselors Limited Liability Company manage?
Nextgen Wealth Counselors Limited Liability Company reports $104.7M across 179 accounts in assets under management.
How do I contact Keka Rath?
Contact details aren't on file yet. Search for Nextgen Wealth Counselors Limited Liability Company.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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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