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
By the Numbers
-
Total Assets Under Management200MILLION
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Total Number of Accounts1,187ACCOUNTS
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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
Registered Investment Advisor
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
1
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 (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.
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