Steven Fox
CRD Number: 6379590Current Firm: Next Gen Financial Planning
Compensation Model: Fee Only
Steven Fox (CRD# 6379590) is the founder of Next Gen Financial Planning, a fee-only financial planning firm in San Diego for active young professionals in their 20's - 40's who want to learn how to use money as a tool to balance today’s pressing needs with tomorrow’s dreams.
We provide advice on investments, taxes, insurance, student loans, and other areas. We're not your father's financial planner, and are quite proud to serve a group that traditional financial advisors fail to address!
We are completely fee-only and do not collect any commissions or kickbacks for the financial recommendations that we make, so you can be sure that the advice we give is always in your best interest.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Gen Financial Planning | San Diego, CA | Jan 2016 - Current | 8 |
| San Diego State University | San Diego, CA | Jan 2013 - May 2016 | 3 |
| Curo Financial Planning (office Of Met Life) | San Diego, CA | Jul 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- CA
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Total Assets Under Management29MILLIONS
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Total Number of Accounts436ACCOUNTS
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Average Account Value$66,402
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA
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