Next Level Private LLC fees and pricing

Financial planner in Harrison, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 23, 2026, Next Level Private LLC charges an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 23, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,500/yr; “The Advisor’s minimum annual fee is $2,500, which may be reduced at the Advisor’s discretion.”

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

“The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fixed fees range up to $10,000 and may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

Its annual fee of $2,500 is below the New York median of $6,250. 15% of the 80 other New York planners that publish an annual fee charge less.

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: 1.5% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 799
Employees: 16
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $1,369,973,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 313247
Website: linkedin.com/company/next-level-private (opens in new tab)
Phone: (914) 431-5255

Is something on this page wrong or out of date?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.