NXT:GEN Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nxt:Gen Financial Planning provides investment management, comprehensive financial planning and employee benefit plan consulting for individuals and employer-sponsored retirement plans. The firm manages roughly $24.5 million across about 60 clients and offers project-based and ongoing engagements as well as educational seminars for groups.
Investment management is implemented primarily through third‑party outside managers and model portfolios constructed by a technology provider (XY Investment Solutions) that applies passive, Modern Portfolio Theory–based allocations across mutual funds, ETFs and, where appropriate, individual securities. Financial planning is offered in both short-term, intensive engagements and ongoing “Personal CFO” style relationships, with periodic reviews and coordination with other professionals as needed.
What distinguishes the firm from many peers is its explicit offering of employee benefit plan services — advising plan sponsors on investment menu design, plan structure and participant education — a service less commonly provided by independents. The firm also integrates public seminars and a documented pathway that shifts clients between limited-scope planning and managed account services as client needs and account holdings change.
Client services
Expertise
Fee options
Fixed fee for Nxt:Gen XLR8 program ranging from $500 to $20,000; ongoing annual fee for Nxt:Gen Personal CFO from $3,600 to $7,200
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001+: 0.55% annually
$200-$300 per hour for Nxt:Gen XLR8; $300 per hour for financial planning projects
Nxt:Gen Personal CFO ongoing annual fee $3,600 to $7,200 paid monthly or quarterly in advance
Main office
Houston TX
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Nxt:Gen Financial Planning · Nxt:Gen Financial Planning LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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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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