Maggie Beach
NexJenn Financial Services · Naperville, Illinois
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $3.9M across 10 accounts |
| Credentials | CFP · CPA/PFS · MBA · CPA · RICP |
| SEC registration | Investment adviser representative in IL · CRD 6743545 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | nexjenncpa.com |
| Profile |
How Maggie's firm compares
- A one-time plan starts at $5,500, above the Illinois median of $2,625 for fee-only firms that publish prices.
- NexJenn Financial Services's average account is about $392,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Maggie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- NexJenn Financial Services website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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