Firm
Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth
Houston, Texas
Fee-only
Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 62 individual clients, 5 of them high net worth.
- Its average account is about $229,000 (assets it manages divided by its 107 accounts).
- Its ongoing planning fee starts at $3,600 a year, above the Texas median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | nxtgenfp.com |
| [email protected] | |
| Phone | (832) 331-4714 |
Nxt:Gen Financial Planning | Helping Veterinarians Build Wealth 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.
| Ongoing planning | From $3,600 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"monthly installments of $300 to $400, based on complexity" source
"First $1,000,000 Next $1,000,000 Over $3,000,000 ANNUAL ADVISORY FEE 1.00%*" source
"monthly installments of $300 to $400, based on complexity" 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 | $25 million |
| Individual clients | 57 |
| High-net-worth clients | 5 |
| Accounts managed | 107 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 296992 |