NexJenn Financial Services at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 3 individual clients.
- Its average account is about $392,000 (assets it manages divided by its 10 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Naperville, Illinois |
|---|---|
| Website | nexjenncpa.com |
| [email protected] | |
| Phone | (630) 300-5146 |
Questions about NexJenn Financial Services
How much does NexJenn Financial Services charge?
NexJenn Financial Services publishes these prices: one-time plan: from $5,500. We found this on its website, checked October 28, 2026.
How is NexJenn Financial Services paid?
NexJenn Financial Services's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does NexJenn Financial Services have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at NexJenn Financial Services.
What is the average account at NexJenn Financial Services?
NexJenn Financial Services's average account is about $392,000. That's the assets on its Form ADV divided by its 10 accounts.
What does NexJenn Financial Services specialize in?
NexJenn Financial Services's advisors and website list retirement planning.
Is NexJenn Financial Services accepting new clients?
Yes, according to NexJenn Financial Services's website, checked October 28, 2026.
Does NexJenn Financial Services work with clients virtually?
Yes. NexJenn Financial Services's website says it works with clients virtually.
NexJenn Financial Services fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,500 |
|---|---|
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"Retirement planning starts at $5,500" source
"we charge either a fixed fee or a percentage of assets under management" source
"we charge either a fixed fee or a percentage of assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 3 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 305454 |