Next Generation Investing, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$128,000,000
Total clients
245
47% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
82
Average account size
$522,449
About
Next Generation Investing provides financial planning and discretionary portfolio management to individuals (including high‑net‑worth clients), small businesses, charities, private foundations and institutional clients, and also licenses investment models to other registered investment advisers. The firm manages about $128 million for roughly 245 clients and offers written financial plans, ongoing portfolio supervision, and occasional educational workshops.
The firm’s investment process combines fundamental, technical, charting, cyclical and quantitative analysis and employs long‑term, short‑term and trading strategies with periodic rebalancing. NGI uses Goldman Sachs Advisor Solutions for custody and to enable “window” trading that can reduce transaction costs, and it makes models available to other advisors through that platform.
Distinctive features disclosed in the brochure include that the advisers also act as registered representatives of a broker‑dealer, are licensed insurance agents, and principals have ownership interests in tax‑preparation/accounting businesses, which create additional sources of compensation beyond advisory fees. The firm also participates in the SmartVestor referral/advertising program and conducts fee and low‑fee seminars and workshops; these affiliations and referral arrangements are disclosed as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed flat fee from $500 to $10,000 per plan, negotiable, depending on complexity; workshops up to $100
$0 - $250,000: 2.20% annually (0.1834% per month) $250,000 - $500,000: 2.10% annually (0.1750% per month) $500,000 - $1,000,000: 2.00% annually (0.1667% per month) $1,000,000 - $2,000,000: 1.90% annually (0.1584% per month) $2,000,000+: 1.80% annually (0.1500% per month)
Up to $150 per hour, negotiable
Account minimum: $300,000 for asset management services; $1,000,000 net worth for financial planning services (may be waived or lowered at firm's discretion) Fee-only: Negotiable hourly fee up to $150 per hour; negotiable fixed flat fee ranging from $500 to $10,000 per financial plan depending on complexity; financial planning workshops fee up to $100
Main office location
Next Generation Investing, LLC
5909 Sw 28 Th St. #100
Topeka KS 66614, United States
Number of offices
1
Most active in
Kansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
-
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.
Quick links
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")