NXT:GEN FINANCIAL PLANNING

NXT:GEN FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 296992). Regulatory assets under management: $24.5M.

Registration

• CRD: 296992
• Type: Registered investment adviser
• Phone: 832-331-4714
• Latest filing: 2026-03-26
• Regulatory AUM: $24.5M
• Discretionary AUM: $24.5M
• Clients: 1
• Accounts: 107

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 296992 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search