Ashley Foster
CRD Number: 5462249Current Firm: Nxt:gen Financial Planning
Compensation Model: Fee Only
Ashley Foster (CRD# 5462249) is the founder of Nxt:Gen Financial Planning, a private fee-only practice based out of Houston, TX. Ashley has over 14 years of experience in the finance industry. Ashley Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
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Worthwise Financial Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nxt:gen Financial Planning, LLC | Houston, TX | Apr 2018 - Current | 6 |
| Lincoln Financial Securities Corporation | Houston, TX | Sep 2014 - Apr 2018 | 3 |
| Ashley Foster/gross & Foster Financial Services | Houston, TX | Aug 2014 - Apr 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
- LA
- TX
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts140ACCOUNTS
-
Average Account Value$104,860
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, TX
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