Advisor at Next Generation Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Next Generation Wealth Planning, LLC
Location
Forked River, NJ 08731
Credentials
CFP®, Series 63
Industry experience
37 years
Yale Levey is a CFP® professional with 37 years of industry experience, currently serving as the sole advisor at Next Generation Wealth Planning, LLC. He has been affiliated with Osaic Wealth, Inc. since 1997 and founded Next Generation Wealth Planning in 2006. Levey is active as an ambassador and teacher for Main Street Philanthropy, a nonprofit focused on philanthropy education for high school students. He is also a co-founder and president of Gateway for Good, a public benefit corporation. Next Generation Wealth Planning is an independent firm serving individual and institutional clients, including banks, pension plans, and charitable organizations. The firm offers asset management, financial and legacy planning, and nonprofit consulting, using a primarily non-discretionary, advisor-managed platform that incorporates third-party managers and custodial execution through national providers.
Based on Next Generation Wealth Planning, LLC
Fixed fees range from $1,000 to $100,000 for financial planning, consulting, and legacy planning services.
$0 - $100,000: 2.0% $100,000 - $250,000: 1.50% $250,000 - $500,000: 1.40% $500,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.25% $1,500,000 - $2,000,000: 1.00% $2,000,000 - $2,500,000: 0.95% $2,500,000 - $3,000,000: 0.90% $3,000,000 - $4,000,000: 0.85% $4,000,000 - $5,000,000: 0.75% $5,000,000 - $7,500,000: 0.70% $7,500,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
Commissions may be earned by Yale Levey through securities and insurance products sold under commission arrangements.
Hourly fees range from $300 to $500 per hour for financial planning and consulting services.
Account minimum: $50,000 for Non-Wrap Fee account; $100,000 for Wrap Fee account; $20,000 minimum fee for Non-Profit Consulting Services Minimum fee: Minimum fee for Non-Profit Consulting Services is $20,000 annually. Fee-only: Fixed fees from $1,000 to $100,000; Hourly fees from $300 to $500 per hour for Financial Planning and Consulting Services.
1041 West Lacey Rd, 2 Nd Floor
Forked River, NJ 08731
New Jersey · Texas
Main Street Philanthropy Ambassador
2013 - Present (13 years)
Next Generation Wealth Planning, LLC
2006 - Present (20 years)
Osaic Wealth, Inc. f/k/a ROYAL ALLIANCE ASSOCIATES, INC.
1997 - Present (29 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.
Series 63, Series 65
Toms River, NJ
Asset Management Services Group, Inc.
Series 63, Series 65
Forked River, NJ
The Faragi Group
Series 65
Lakewood, NJ
Lakewealth Capital, LLC.
Series 65
Bayville, NJ
QEX Asset Management LLC
Series 65
Toms River, NJ
Lease Investment Advisors
Series 66
Point Pleasant, NJ
Sea Change Financial Planning
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")