Next Generation Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Next Generation Wealth Planning serves individual clients (including both high-net-worth and non-HNW households) as well as less common client types for a solo independent adviser — banking or thrift institutions, pension and profit-sharing plans, and charitable organizations — offering asset management (wrap and non-wrap Advisor Managed Portfolios), financial planning, legacy planning, and a structured non-profit consulting practice (planned giving, grant acquisition, outsourced CFO services). The firm also provides diagnostic planning and implementation services and offers optional third‑party manager programs and SEI/AssetMark‑based asset allocation solutions.
The firm operates largely on a non‑discretionary basis, reporting roughly $52.25 million of non‑discretionary assets across client accounts and no discretionary AUM as of the most recent filing, and typically works by recommending independent managers and platforms while requiring client authorization for trades and implementation. Its client intake and planning process includes an initial screening, recorded audio interviews described as “priceless conversations,” a diagnostic phase with financial projections, and annual reviews after implementation.
What distinguishes the firm from many peers is its explicit nonprofit and institutional focus paired with boutique advisory services: it maintains a dedicated non‑profit consulting program (with a $20,000 threshold for full services), offers legacy planning that includes recorded life interviews and family heritage work, and has professional credentials oriented to philanthropy. The adviser is dually registered for broker‑dealer and insurance activities and discloses potential compensation conflicts (commissions, trail fees) when clients implement recommendations outside the advisory fee arrangement.
Client services
Expertise
Fee options
Fixed fees range from $1,000 to $100,000 for financial planning, consulting, and legacy planning services.
$0 - $100,000: 2.0% $100,000 - $250,000: 1.50% $250,000 - $500,000: 1.40% $500,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.25% $1,500,000 - $2,000,000: 1.00% $2,000,000 - $2,500,000: 0.95% $2,500,000 - $3,000,000: 0.90% $3,000,000 - $4,000,000: 0.85% $4,000,000 - $5,000,000: 0.75% $5,000,000 - $7,500,000: 0.70% $7,500,000 - $10,000,000: 0.65% $10,000,000+: 0.50%
Commissions may be earned by Yale Levey through securities and insurance products sold under commission arrangements.
Hourly fees range from $300 to $500 per hour for financial planning and consulting services.
Account minimum: $50,000 for Non-Wrap Fee account; $100,000 for Wrap Fee account; $20,000 minimum fee for Non-Profit Consulting Services Minimum fee: Minimum fee for Non-Profit Consulting Services is $20,000 annually. Fee-only: Fixed fees from $1,000 to $100,000; Hourly fees from $300 to $500 per hour for Financial Planning and Consulting Services.
Main office
1041 West Lacey Rd, 2nd Floor
Forked River NJ 08731
Advisors at this office
1
Most active in
New Jersey · Texas
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.
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