Firm
Next Gen Financial Planning
San Diego, California
Fee-only
Next Gen Financial Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 140 individual clients, 20 of them high net worth.
- Its average account is about $311,000 (assets it manages divided by its 140 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | nextgenfinancialplanning.com |
| [email protected] | |
| Phone | (619) 363-5187 |
Next Gen Financial Planning 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.
| Account minimum | None |
|---|
In the firm's words
"No account minimums or hidden costs." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $43 million |
| Individual clients | 120 |
| High-net-worth clients | 20 |
| Accounts managed | 140 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 337683 |