Next Gen Financial Planning

Next Gen Financial Planning (CRD# 283233) is a financial advisory firm headquartered in San Diego, CA. They manage $1,300,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Next Gen Financial Planning
Showing 1 - 2 of 2 top financial advisors.
Steven C. Fox
CRD#: 6379590
2305 Meade Ave, Suite #1, San Diego, CA 92116

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.

Michael T. Farrow
CRD#: 6644262
2305 Meade Ave, Suite #1, San Diego, CA 92116

Michael Farrow (CRD# 6644262) is an Investment Advisor Representative working at Next Gen Financial Planning in San Diego, CA and has 1 year of experience in the finance industry.

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