Next Gen Financial Planning

Next Gen Financial Planning (CRD# 283233) is a financial advisory firm headquartered in San Diego, CA. They manage $28,951,236 in 436 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $66,402
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Next Gen Financial Planning
Showing 1 - 3 of 3 top financial advisors.
1
Steven C. Fox
CRD#: 6379590
1455 Frazee Rd, Suite 543, San Diego, CA 92108

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.

2
Josue Luque De Julio
CRD#: 7599593
1455 Frazee Rd, Suite 543, San Diego, CA 92108

Josue Luque De Julio (CRD# 7599593) 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.

3
Rafael Melendez
CRD#: 6941953
2020 Camino Del Rio N, Suite 215, San Diego, CA 92108

Rafael Melendez (CRD# 6941953) 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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