Nextgen Wealth, LLC

Nextgen Wealth, LLC (CRD# 172128) is a financial advisory firm headquartered in , . They manage $4,987,279 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $55,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • 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.

KS, MO

Financial Advisors at Nextgen Wealth, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Clint Haynes
CRD#: 4412753
405 SW Waterfall Ct, Lee's Summit, MO 64081
108
Wealthminder
score

At NextGen Wealth, our passion is serving those individuals who do not think they have the assets or the need for a financial planner. We are a financial planning and investment management firm with an emphasis on serving the successful business professional, entrepreneur or small business owner. Through technology and innovation, we help our clients find their path to financial independence.

 

• Personalized Vision Statement

• Financial Automation

• Personal Financial Dashboard

• Account Aggregation

• Behavioral Investment Management

 

While this type of planning used to be reserved for only the wealthiest investors, it is our passion to bring these services to the people who need it most.

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