# Maggie Beach

> Maggie Beach is a fee-only financial advisor at NexJenn Financial Services in Naperville, Illinois, who holds the CFP, CPA/PFS and MBA credentials. Maggie charges a percentage of assets, a flat fee or retainer and a one-time planning fee (one-time plans from $5,500) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/maggie-beach/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** NexJenn Financial Services
- **Based in:** Naperville, Illinois
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** one-time plans from $5,500
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $3.9M across 10 accounts
- **Credentials:** CFP, CPA/PFS, MBA, CPA, RICP
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6743545 (https://adviserinfo.sec.gov/individual/summary/6743545)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://nexjenncpa.com

## Frequently asked questions

### Is Maggie Beach a fee-only financial advisor?

Yes. Maggie Beach is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Maggie's firm.

### How does Maggie charge for financial advice?

Maggie charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### How much does Maggie charge?

According to NexJenn Financial Services's website, checked October 28, 2026: one-time plans from $5,500.

### Does Maggie work with clients virtually?

Yes. NexJenn Financial Services says on its website that it works with clients remotely.

### Where is Maggie Beach based?

Maggie Beach is based in Naperville, Illinois.

### What does Maggie specialize in?

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

### What credentials does Maggie Beach hold?

Maggie Beach holds the CFP, CPA/PFS, MBA, CPA and RICP credentials.

### Is Maggie Beach registered with the SEC?

Yes. Maggie Beach is registered as an investment adviser representative in IL (CRD 6743545), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does NexJenn Financial Services manage?

NexJenn Financial Services reports $3.9M across 10 accounts in assets under management.

### How do I contact Maggie Beach?

Through Maggie's website, nexjenncpa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45626): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://nexjenncpa.com/): specialties, clients served, and fees, checked October 28, 2026

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