Next Level Accounting, LLC fees and pricing
Financial planner in Bessemer, Alabama. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2022, Next Level Accounting, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2022. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For clients that only receive planning and/or consulting services or that require extraordinary planning and/or consulting services, the hourly rate used ranges $250 ‐ $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Next Level Accounting, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All of the below fees are negotiable at the discretion of the managing partner.”
- “The fee is payable on a quarterly basis billed in arrears.”
- “In any partial calendar quarter, the fee will be prorated based on the number of days that the account was open during the quarter.”
How Next Level Accounting, LLC’s fees compare
- Its hourly rate of $250 matches the Alabama median of $250. 34% of the 41 other Alabama planners that publish an hourly rate charge less.
About Next Level Accounting, LLC
- Principal: Jung Shin
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322125
- Phone
- (256) 239-3658
Other planners in Alabama that publish fees
- 6TH Street Advisors, LLCDaphne$150/hr, $1,000-$5,000
- Aja Financial LLCOpelika$500-$1,500
- Allysian Wealth PlanningCullman$300/hr, $2,700-$36,000
- BCR Wealth StrategiesVestavia$1,500-$10,000, $6,250/yr
- BMSS Wesson Wealth SolutionsBirmingham$150-$400/hr, $2,500-$25,000
- Booth FinancialBirmingham$500-$5,000
Is something on this page wrong or out of date?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.