NexJenn Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,917,972
Clients
3
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
3
Very LowAverage account size
$1,305,991
About
NexJenn Financial Services is a state-registered investment adviser that provides portfolio management, project‑based financial planning, ongoing financial coaching, and retirement plan consulting to individuals, high‑net‑worth clients, and small businesses. The firm reports about $3.9 million in discretionary assets under management and implements client accounts through third‑party managers and a named sub‑advisor.
The firm primarily employs a passive investment management approach using index mutual funds and ETFs, while also describing the use of fundamental, technical, cyclical and charting analyses and referring clients to outside managers for discretionary implementation. NexJenn typically acts as the communication conduit with sub‑advisors and conducts periodic account reviews and client meetings to address suitability and any client‑imposed restrictions.
What distinguishes NexJenn from many small independent advisers is its affiliation with an accounting practice (an affiliated CPA firm to which the firm’s principal devotes a significant portion of time) and a practice that explicitly integrates real‑estate planning and real‑estate retirement projections for clients who own property. The firm also offers educational seminars and speaking engagements and a structured ongoing financial coaching service (including a personal financial website and regular monitoring), services that are less common among peer solo advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Real estate investing
Cash flow / budgeting
Tax strategies for small businesses
Demographic focus
Approaching retirement
Fee options
Project Based Financial Planning fixed fee $5,500 to $10,000; Ongoing Financial Coaching fixed monthly fees $300-$835
1.0% annually for Investment Management Services and Retirement Plan Consulting
Fee-only: Project Based Financial Planning fixed fees ranging from $5,500 to $10,000; Ongoing Financial Coaching fixed fees ranging from $300 to $835 per month
Main office location
NexJenn Financial Services
Naperville IL, United States
Number of offices
1
Most active in
NexJenn Financial Services has reported serving >5 clients in these states in the last 12 months.
Illinois
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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