Next Generation Wealth Planning, LLC

Next Generation Wealth Planning, LLC (CRD# 141615) is a financial advisory firm headquartered in Manalapan, NJ. They manage $23,716,090 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $182,431
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

NJ

Financial Advisors at Next Generation Wealth Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Yale J. Levey
CRD#: 1847720
198 Route 9 North, Suite 205, Manalapan, NJ 07726
96
Wealthminder
score

Yale Levey (CRD# 1847720) is an Investment Advisor Representative working at Next Generation Wealth Planning, LLC in Manalapan, NJ and has over 28 years of experience in the finance industry. Yale Levey 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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