Nextgen Wealth Counselors Limited Liability Company fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Thereafter, clients may terminate the Financial Planning Agreement generally upon written notice. 5 Fixed Fees The negotiated fixed rate for creating client financial plans is $1,000.”

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

How Nextgen Wealth Counselors Limited Liability Company bills

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

• “Clients may terminate the agreement without penalty for a full refund of NWCL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of NWCL's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of NWCL's fees within five business days of signing the Financial Planning Agreement.”

How Nextgen Wealth Counselors Limited Liability Company’s fees compare

• Its flat or project fee of $1,000 is below the New Jersey median of $5,000. 8% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Nextgen Wealth Counselors Limited Liability Company

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

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

0.65% a year

Clients

35

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$104,721,507

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

226706

Phone

(732) 986-6122

Can advise clients in 2 states: New Jersey, New York

Other planners in Plainsboro that publish fees

• Omni 360 Wealth, Inc.Plainsboro$320/hr, $1,500⁠-⁠$18,000
• 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
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000

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