Nexjenn Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,500⁠-⁠$10,000

“The fixed fee can range between $5,500 and $10,000 depending on the complexity and scope of the project.”

Monthly fee

$450⁠-⁠$835/mo

“Ongoing monthly fee of $450 - $835 will be charged commencing 4 weeks after agreement signed.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Nexjenn Financial Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Nexjenn Financial Services’ fees compare

• Its flat or project fee of $5,500-$10,000 is above the Illinois median of $4,500. 76% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Naperville that publish a flat or project fee charge less.

About Nexjenn Financial Services

• Principal: Marguerite Beach
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

3

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$3,917,972

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305454

Website

nexjennfinancial.com (opens in new tab)

Phone

(630) 300-5146

Other planners in Naperville that publish fees

• DHJJ Financial AdvisorsNaperville$150⁠-⁠$495/hr
• HK Private Client, LLCNaperville$500/hr
• Kadisak Financial Services, Inc.Naperville$350
• Lantz Financial LLCNaperville$1,000/yr
• Left Brain Wealth Management, LLCNaperville$600/hr, $499
• Oakwood Wealth Advisors LTD.Naperville$750/hr

Compare all 25 planners in Naperville