Next Level Wealth Planning, LLC

Next Level Wealth Planning, LLC (CRD# 327644) is a financial advisory firm headquartered in Meridian, ID. They manage $199,782,375 in 1,187 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1817 N Lakes Place, Ste 150, Meridian, ID 83646
https://www.linkedin.com/company/nlwealthplanning
By the Numbers
  • Total Assets Under Management
    200
    MILLION
  • Total Number of Accounts
    1,187
    ACCOUNTS
  • Average Account Value
    $168,309
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, OR, TX, UT, WA

Financial Advisors at Next Level Wealth Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Chad Majors, financial advisor Meridian ID
Chad T. Majors
CRD#: 4521770
1817 N Lakes Place, Ste 150, Meridian, ID 83646

Chad Majors (CRD# 4521770) is an Investment Advisor Representative working at Next Level Wealth Planning, LLC in Meridian, ID and has over 21 years of experience in the finance industry.

2
Jacob McCarney, financial advisor Meridian ID
Jacob E. McCarney
CRD#: 4824501
1817 N Lakes Place, Ste 150, Meridian, ID 83646

Jacob McCarney (CRD# 4824501) is an Investment Advisor Representative working at Next Level Wealth Planning, LLC in Meridian, ID and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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