Next Level Wealth Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$1,000/hr

“The negotiated hourly fee for these services is between $250 and $1,000.”

Flat or project fee

$1,000⁠-⁠$50,000

“The negotiated fixed rate for creating client financial plans is between $1,000 and $50,000.”

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

How Next Level Wealth Planning, LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of Next Level's fees within five business days of signing the Investment 4 Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of Next Level’s fees, within five business days of signing the Financial Planning Agreement.”

How Next Level Wealth Planning, LLC’s fees compare

• Its hourly rate of $250-$1,000 is above the Idaho median of $250. 100% of the 43 other Idaho planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$50,000 spans the Idaho median of $2,625. 100% of the 26 other Idaho planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Meridian that publish a flat or project fee charge less.

About Next Level Wealth Planning, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2023 (3 years).

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

1.25% a year

Clients

572

Employees

5

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, and other services

Assets managed

$322,732,167

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

327644

Website

linkedin.com/company/nlwealthplanning (opens in new tab)

Phone

(208) 376-6949

Can advise clients in 8 states: Arizona, California, Colorado, Idaho, Oregon, Texas, Utah, Washington

Other planners in Meridian that publish fees

• Delta Financial AdvisoryMeridian$150/hr, $2,000/yr
• Doceo Wealth, LLCMeridian$2,500
• Garcia Financial PlanningMeridian$750/mo
• Viewpoint Advisory, LLCMeridian$2,500

Compare all 11 planners in Meridian