NEXT GEN FINANCIAL PLANNING

NEXT GEN FINANCIAL PLANNING of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 283233). Regulatory assets under management: $33.3M.

Registration

• CRD: 283233
• Type: Registered investment adviser
• Location: 1455 FRAZEE RD, SAN DIEGO, CA, 92108
• Phone: (619) 363-5187
• Latest filing: 2025-03-10
• Regulatory AUM: $33.3M
• Discretionary AUM: $33.3M
• Clients: 2
• Accounts: 136

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283233 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search