# NEXT GEN FINANCIAL PLANNING

NEXT GEN FINANCIAL PLANNING of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 337683
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337683/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337683/similar
- Related entities: https://search.stillhousedata.com/firm/337683/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337683

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.