Next Generation Wealth Planning, LLC
Next Generation Wealth Planning, LLC (CRD# 141615) is a financial advisory firm headquartered in Manalapan, NJ. They manage $24,956,975 in 137 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts137ACCOUNTS
Average Account Value$182,168
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Yale Levey (CRD# 1847720) is an Investment Advisor Representative working at Next Generation Wealth Planning, LLC in Manalapan, NJ and has over 29 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.