Nextgen Financial Advice LLC

Overview

Nextgen Financial Advice LLC is an independent, individually owned registered investment adviser operating as an LLC. The firm serves both individual and family clients as well as some institutional relationships. Its advisory services emphasize comprehensive financial planning alongside portfolio management for individuals and small businesses, with pension consulting listed among its capabilities. Compensation is flexible: clients may be billed as a percentage of assets under management, or via hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator to external private fund platforms.

Assets & Accounts

Public Holdings

Investments & Alternatives