Gen Next Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gen Next Wealth, Inc. is a fee-only advisory firm that works primarily with individual clients, providing financial planning, investment management and consulting. The firm offers ongoing asset management through third‑party managers as well as standalone planning engagements and public educational seminars and workshops.
GNW delivers investment advice on a largely non‑discretionary basis, often recommending and monitoring third‑party managers and using Orion Portfolio Solutions for program administration while obtaining client approval for transactions. Its planning process is organized around a proprietary Retirement GPS framework and includes ongoing adviser access, periodic reviews, and coordination of tax, estate and retirement planning topics.
What is distinctive about GNW compared with many solo independent advisers is that it reports no discretionary assets and approximately $19.4 million in non‑discretionary assets under management, and it supplements advisory services with paid seminars and packaged planning engagements that include ongoing adviser access and tax preparation. The firm also discloses that it may receive solicitor fees for TPM referrals and serves as the client’s liaison to those managers, with monitoring and disclosure used to address potential conflicts.
Client services
Expertise
Fee options
Comprehensive financial planning package $10,000 total fee
Under $3,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $14,999,999: 0.50% Above $15,000,000+: 0.25%
$750 per hour for financial planning services, max 4 hours
Fee-only: Financial planning package $10,000 total ($5,000 upfront, then $1,250/month for 4 months); Hourly financial planning $750/hour for up to 4 hours; Seminars $2,000 per session
Main office
Madera CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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