A complete list of active advisors currently associated with Next Level Wealth Planning, LLC

Warmer can help you find a great advisor at Next Level Wealth Planning, LLC or one who fits your needs even better.

Next Level Wealth Planning, LLC provides portfolio management and financial planning primarily for individual and high‑net‑worth clients and also offers investment consulting to broker/dealer customers. The firm manages both discretionary and non‑discretionary accounts, documents client goals and risk tolerance in an Investment Policy Statement, and reports no account minimum for its services. The firm typically seeks discretionary trading authority to implement client plans and uses a mix of analysis methods — including charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — to construct portfolios. Investment strategies noted in the brochure include long‑term trading as well as margin and options transactions, and allocations can include mutual funds, fixed income, ETFs (including precious‑metals sector ETFs), REITs, private placements and venture capital investments. Noteworthy differences from many peers include its ownership structure (principal owners are three separate financial group LLCs) and a compensated consulting relationship with broker/dealers to advise their customers. Next Level requires clients to use Raymond James or Schwab Institutional for custody and may receive research, technology and other soft‑dollar benefits from custodians, a potential conflict the firm discloses in its brochure.

To learn more about the advisors currently working at Next Level Wealth Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.