Gen Next Wealth, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,440,893
Clients
63
8% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
63
Very HighAverage account size
$308,586
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
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
Social Security optimization
Retirement withdrawal strategies
General tax planning
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 location
Gen Next Wealth, Inc.
Madera CA, United States
Number of offices
1
Most active in
Gen Next Wealth, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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
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