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RIA · CRD 296992State-Registered Investment Adviser

Updated:

NXT:GEN FINANCIAL PLANNING

NXT:GEN FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1...

Overview

NXT:GEN FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Is NXT:GEN FINANCIAL PLANNING still active?

There is no public evidence of active operations as of mid-2025. The firm lacks a website, LinkedIn presence, or recent regulatory filings. Its status is unconfirmed.

Who founded NXT:GEN FINANCIAL PLANNING?

No founding principal or team members are named in public records. The firm's ownership structure and management team are unknown.

What is the AUM of NXT:GEN FINANCIAL PLANNING?

The firm has not publicly disclosed its assets under management. No AUM estimate is available from any source.

Where is NXT:GEN FINANCIAL PLANNING headquartered?

No office location or contact information is available from public sources. The firm's geographic footprint is unknown.

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