Next Generation Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,000/hr

“Type Fixed Fee Hourly Fee Maximum Fee Payable $1,000 to $100,000 Fees of $5,000 or less will be due in full upon execution of $300 to $500 per the advisory agreement.”

Annual fee

$20,000/yr

“Consultative hours provided by Next Generation will accrue at a rate equal to 1.5 hours per $1,000 of annual fee paid by client beginning at $20,000.”

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

How Next Generation Wealth Planning, LLC bills

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

• “You will pay a quarterly account fee, in advance, based upon the market value of the assets held in your account as of the last business day of the preceding calendar quarter.”
• “You will receive a full account fee refund in the event that you terminate your client agreement with us within five business days of signing.”
• “If you terminate after the first five days, the account fee will be credited back to you on a pro-rata basis for the unused portion of the quarter.”

How Next Generation Wealth Planning, LLC’s fees compare

• Its hourly rate of $1,000 is above the New Jersey median of $300. 99% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Forked River that publish an hourly rate charge less.
• Its annual fee of $20,000 is above the New Jersey median of $6,318. 85% of the 47 other New Jersey planners that publish an annual fee charge less.

About Next Generation Wealth Planning, LLC

• Principal: Yale Levey
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting
• Charitable giving

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

2% a year

Clients

39

Employees

1

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 other services

Assets managed

$52,248,084

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141615

Website

ngwp.org (opens in new tab)

Phone

(732) 409-7232

Other planners in Forked River that publish fees

• Davidson Wealth Management LLCForked River$250/hr, $1,000⁠-⁠$10,000
• Feldman Financial Services, LLCForked River$200/hr
• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr

Compare all 3 planners in Forked River