# NextGen Financial Advice LLC

NextGen Financial Advice LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 292468
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/292468

## About

NEXTGEN FINANCIAL ADVICE LLC is a state-registered investment adviser. The firm manages approximately $9 million in regulatory assets, $8 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Sectors

- Financial Services
- Wealth Management
- Private Client Services

## Questions

### How does NextGen generate revenue, and does it have conflicts of interest?

NextGen charges transparent advisory fees based on assets under management or flat retainer fees. It does not accept commissions, 12b-1 fees, or trailing commissions from any investment product, reducing conflicts tied to product sales that are common in broker-dealer channels (per the firm's ADV filing).

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Last updated: 2026-07-06T01:24:22.005Z

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