NEXT LEVEL WEALTH PLANNING, LLC

Overview

Next Level Wealth Planning, LLC is an independent, SEC-registered registered investment adviser operating as an LLC. The firm serves individual and family clients with a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its mandate favors equity exposure — the adviser reports a clear preference for exchange-traded equities as the most used asset type — and it combines fee models that include AUM-based billing alongside hourly and fixed-fee engagements. The firm is not positioned as an ESG-focused manager, and it does not operate as an in-house capital allocator. Instead, it supplements core public-market allocations with access to third-party alternative managers for clients who qualify. Advisory services emphasize planning and portfolio implementation rather than running proprietary pooled funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices