Nextgen Financial Advice LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“If an hourly fee is appropriate, the rate is $200 per hour, billed in 15 minute increments, and with a minimum fee of $100 for the first 30 minutes of the engagement.”

Flat or project fee

$100⁠-⁠$5,000

“The initial and fixed fee can range between $100-$5,000 based on complexity and scope of the engagement.”

Monthly fee

$50⁠-⁠$400/mo

“Monthly subscription services fees will cost between $50 and $400/month depending on the complexity and services provided.”

Annual fee

$4,500/yr

“Fees is expected to exceed $4500 per year, the financial planning fees are reduced to $0.”

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

How Nextgen Financial Advice LLC bills

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

• “Annuities held through Nationwide Advisory, whom NextGen Financial Advice is an adviser, will be billed at the Discretionary Advisory Fee rate.”
• “The Discretionary Advisory Fee in the table above applies for these held-away accounts but will be charged quarterly in arrears based on the account(s) ending balance from the prior quarter.”
• “The 8 held-away account(s), which is being provided ongoing discretionary management, will be billed at the same annualized rate but on a quarterly basis using the ending balance from the prior quarter.”

How Nextgen Financial Advice LLC’s fees compare

• Its hourly rate of $200 is below the Minnesota median of $263. 17% of the 115 other Minnesota planners that publish an hourly rate charge less.
• Its flat or project fee of $100-$5,000 is below the Minnesota median of $5,250. 24% of the 108 other Minnesota planners that publish a flat or project fee charge less.
• Its annual fee of $4,500 is below the Minnesota median of $8,050. 29% of the 49 other Minnesota planners that publish an annual fee charge less.

About Nextgen Financial Advice LLC

• Principal: Brian Jones
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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

1.2% a year

Clients

47

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$8,787,740

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292468

Website

nextgenfinancialadvice.com (opens in new tab)

Phone

(952) 373-1362

Other planners in Minnesota that publish fees

• 360 FinancialWayzata$325/hr, $600⁠-⁠$20,000
• 7TH ST. FinancialChaska$200/hr
• Abbey StreetEden Prairie$250⁠-⁠$1,000/mo
• Abens Financial Services IncEdina$250/hr, $5,000⁠-⁠$100,000/yr
• Aberdour InvestmentsShoreview$80⁠-⁠$250/hr, $250⁠-⁠$5,000
• Access Financial Services, Inc.Minneapolis$250⁠-⁠$400/hr, $1,000

Compare all 271 planners in Minnesota