NextGen Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,734,000
Clients
61
52% 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
61
Very HighAverage account size
$1,012,033
About
NextGen Wealth serves individuals (including high‑net‑worth clients) as well as corporations and retirement plans, offering comprehensive financial planning, discretionary investment advisory services, and manager selection and supervision. The firm also facilitates online estate‑planning document preparation through an unaffiliated provider (Encore) as part of its client services.
The firm typically implements client portfolios by directing assets to third‑party registered advisers (notably Focus Partners Advisors Solutions) and relies on fundamental analysis and modern portfolio theory to inform allocations; ongoing monitoring is delivered through a COLLAB financial planning process with regular reviews and custodial reporting. NextGen accepts discretionary authority for accounts, integrates financial planning with portfolio management, and provides written account reports at least monthly with separate quarterly statements.
Compared with many solo independent advisers, NextGen’s practice includes managing institutional clients (pensions and profit‑sharing plans) and participation in educational seminars and related client communications via its third‑party relationships—features that are less common among peers. The firm also pays the estate‑planning provider’s fee on clients’ behalf, maintains a documented succession arrangement with a Focus Partners affiliate for continuity, and typically requires a $750,000 account minimum, concentrating service on a relatively small number of higher‑balance clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.30% $2,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.40%
Account minimum: $750,000 Fee-only: Tiered asset-based fees as above, no separate financial planning or estate planning fees
Main office location
NextGen Wealth
Lee's Summit MO, United States
Number of offices
2
Most active in
NextGen Wealth has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
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.
-
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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