Nxt:gen Financial Planning

Nxt:gen Financial Planning (CRD# 296992) is a financial advisory firm headquartered in , . They manage $12,430,000 in 124 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/company/nxtgenfp/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $100,242
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

LA, TX

Financial Advisors at Nxt:gen Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Ashley Foster, financial advisor Houston TX
Ashley M. Foster
CRD#: 5462249
Houston, TX

Ashley Foster (CRD# 5462249) is the founder of Nxt:Gen Financial Planning, a private fee-only practice based out of Houston, TX. Ashley has over 14 years of experience in the finance industry. Ashley Foster 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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