NEXT GEN FINANCIAL PLANNING

NEXT GEN FINANCIAL PLANNING of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 337683). Regulatory assets under management: $43.5M.

Registration

• CRD: 337683
• Type: Registered investment adviser
• Location: 1455 FRAZEE RD, SAN DIEGO, CA, 92108
• Phone: (619)259-0584
• Latest filing: 2026-03-16
• Regulatory AUM: $43.5M
• Discretionary AUM: $43.5M
• Clients: 2
• Accounts: 140

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337683 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search