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).
Total Assets Under Management12MILLION
Total Number of Accounts124ACCOUNTS
Average Account Value$100,242
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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.