Ashley FosterCRD Number: 5462249
Current 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.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Worthwise Financial Partners
|Nxt:gen Financial Planning, LLC||Houston, TX||Apr 2018 - Current||4|
|Lincoln Financial Securities Corporation||Houston, TX||Sep 2014 - Apr 2018||3|
|Ashley Foster/gross & Foster Financial Services||Houston, TX||Aug 2014 - Apr 2018||3|
|Nylife Securities LLC||Houston, TX||Oct 2013 - Sep 2014||< 1|
|New York Life Insurance Company||Houston, TX||Sep 2013 - Sep 2014||1|
|Nylife Securities LLC||Houston, TX||Jul 2008 - Aug 2013||5|
|New York Life Insurance Company||Houston, TX||Dec 2007 - Aug 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management11MILLIONS
Total Number of Accounts54ACCOUNTS
Average Account Value$196,169
- 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
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