Advisor at NextGen Financial Advice LLC
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Firm
NextGen Financial Advice LLC
Location
Elko New Market, MN
Credentials
Series 66
Industry experience
13 years
Brian Jones is a financial advisor at NextGen Financial Advice LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones from 2012 to 2018. Jones serves as a FINRA Arbitrator on a part-time, as-needed basis and provides full-time care for his children outside of business hours. NextGen Financial Advice LLC is an independent, state-registered investment adviser managing approximately $8.8 million in assets. The firm serves individuals, high-net-worth clients, small businesses, and nonprofits with discretionary investment management, comprehensive financial planning, and specialized retirement plan services, including consulting and participant education.
Based on NextGen Financial Advice LLC
Based on NextGen Financial Advice LLC
Fixed financial planning fees ranging from $100 to $5,000 based on complexity and scope; half due upfront, remainder on completion.
$0 - $499,999: 1.20% $500,000 - $999,999: 1.10% $1,000,000 - $1,999,999: 0.95% $2,000,000 - $5,000,000: 0.85% $5,000,000+: 0.75%
Hourly financial planning fee of $200 per hour, billed in 15-minute increments with a $100 minimum for first 30 minutes.
Subscription financial planning services paid monthly and in arrears; monthly fees up to $5,000 annually; ongoing service with quarterly appointments.
Fee-only: Financial planning fees charged as fixed fees ($100-$5,000), hourly rates ($200/hour, billed in 15-min increments with $100 minimum), or subscription fees paid monthly (not to exceed $5,000/year). Discounts apply based on total advisory fees.
Elko New Market, MN
Minnesota
NextGen Financial Advice LLC
2018 - Present (8 years)
Edward Jones
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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