NewGen Wealth Creation LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,219,110
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
17
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
17
Average account size
$365,830
About
NewGen Wealth Creation LLC is a fee-only registered investment adviser that provides financial planning, discretionary investment management, and project-based checkups to individuals, businesses, and retirement plans, including pension and profit‑sharing plans. The firm offers packaged services across ongoing comprehensive planning, a flat-fee coaching tier, and one‑time engagements that address retirement planning, cash‑flow analysis, external portfolio reviews, and risk assessment.
The firm develops individualized investment policies and implements portfolios using a combination of fundamental, technical, and Modern Portfolio Theory frameworks, employing both passive and active vehicles and offering socially responsible options when requested. Initial planning work is staged with short-turnaround deliverables (a portfolio risk analysis within five business days and successive plan drafts), and ongoing monitoring includes periodic plan reviews and regular account oversight.
Notable distinctions in the brochure include explicit pension consulting and retirement‑plan advisory services—assisting plan sponsors with IPS development, investment option selection, vendor review, and participant education—and the firm’s willingness to manage institutional plan assets while acting as a fiduciary under applicable law. The brochure also discloses the publication of educational newsletters and periodicals and highlights operational pricing disclosures for its flat‑fee coaching tier, features that are less common among similar independent firms.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Fee options
One-Time Financial Checkup fees from $300 to $3,000; Life/Wealth Coaching flat fee $2,496/year
$500,000+: 1.00% annually
Account minimum: No rigid minimum dollar value imposed; however, Life/Wealth Coaching tier is designed for clients with assets under $500,000 and the firm screens for appropriateness at lower asset levels (e.g., clients with investable assets of $83,200 or less are informed about higher effective fees). Fee-only: Life/Wealth Coaching flat fee of $2,496 per year ($208/month) for clients with assets under $500,000, and One-Time Financial Checkup fixed fees ranging from $300 to $3,000
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.
Main office location
NewGen Wealth Creation LLC
Rincon PR, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
(754) 736-1556
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