PlannerFees

Next Generation Investing, LLC fees and pricing

Financial planner in Topeka, Kansas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 12, 2023, Next Generation Investing, LLC charges a flat or project fee of $400⁠-⁠$700 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 12, 2023. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$400⁠-⁠$700
“Adviser has entered into an agreement with RS under which Adviser pays RS a flat monthly membership fee of $400 and a flat monthly territory fee of $700 to advertise Adviser’s services through SmartVestor and to receive client referrals from interested consumers who are located in Adviser’s geographic region.”

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

How Next Generation Investing, LLC bills

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

  • “Any unused portion of fees collected in advance will be refunded.”
  • “Half the fee is due in advance, the rest upon presentation of the plan.”
  • “When it does so the fee is up to $100, and is usually paid in advance, customarily through an online portal.”

How Next Generation Investing, LLC’s fees compare

  • Its flat or project fee of $400-$700 is below the Kansas median of $3,500. 12% of the 43 other Kansas planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Topeka that publish a flat or project fee charge less.

About Next Generation Investing, LLC

“Financial planning and consulting will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Founded: 2008 (18 years).

Planning areas mentioned in the brochure

  • Business owners

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
245
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
Assets managed
$128,000,000
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
149017
Website
RetireTopeka.com (opens in new tab)
Phone
(785) 228-0222

Can advise clients in 2 states: Kansas, Texas

Other planners in Topeka that publish fees

Compare all 9 planners in Topeka

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.