NXT:GEN Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,503,853
Total clients
62
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
62
Average account size
$395,223
About
Nxt:Gen Financial Planning provides investment management, comprehensive financial planning and employee benefit plan consulting for individuals and employer-sponsored retirement plans. The firm manages roughly $24.5 million across about 60 clients and offers project-based and ongoing engagements as well as educational seminars for groups.
Investment management is implemented primarily through third‑party outside managers and model portfolios constructed by a technology provider (XY Investment Solutions) that applies passive, Modern Portfolio Theory–based allocations across mutual funds, ETFs and, where appropriate, individual securities. Financial planning is offered in both short-term, intensive engagements and ongoing “Personal CFO” style relationships, with periodic reviews and coordination with other professionals as needed.
What distinguishes the firm from many peers is its explicit offering of employee benefit plan services — advising plan sponsors on investment menu design, plan structure and participant education — a service less commonly provided by independents. The firm also integrates public seminars and a documented pathway that shifts clients between limited-scope planning and managed account services as client needs and account holdings change.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General estate planning guidance
Fee options
Fixed fee for Nxt:Gen XLR8 program ranging from $500 to $20,000; ongoing annual fee for Nxt:Gen Personal CFO from $3,600 to $7,200
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001+: 0.55% annually
$200-$300 per hour for Nxt:Gen XLR8; $300 per hour for financial planning projects
Nxt:Gen Personal CFO ongoing annual fee $3,600 to $7,200 paid monthly or quarterly in advance
Main office location
NXT:GEN Financial Planning
Houston TX, United States
Number of offices
1
Most active in
NXT:GEN Financial Planning has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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