Nxt:gen Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“Nxt:Gen XLR8 Limited Scope Financial Planning via the Nxt:Gen XLR8 program can either be paid based off of an hourly rate of $200-$300 per hour, depending on complexity, or a fixed fee.”

Flat or project fee

$500⁠-⁠$20,000

“The fixed fee can range between $500 - $20,000.”

Annual fee

$3,600⁠-⁠$7,200/yr

“Nxt:Gen Personal CFO Nxt:Gen Personal CFO consists of an ongoing annual fee of $3,600 to $7,200 paid either monthly or quarterly in advance.”

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

How Nxt:gen Financial Planning bills

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

• “Engagements initiated or terminated during a calendar quarter will be charged a 5 prorated fee based on the amount of time remaining in the billing period.”
• “An engagement may be terminated with written notice 30 days in advance.”
• “The initial fee is prorated based on the number of days in the billing period.”

How Nxt:gen Financial Planning’s fees compare

• Its hourly rate of $200-$300 spans the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 19 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the Texas median of $3,850. 83% of the 401 other Texas planners that publish a flat or project fee charge less.
• 40 of the 49 other planners in Houston that publish a flat or project fee charge less.
• Its annual fee of $3,600-$7,200 spans the Texas median of $6,000. 47% of the 106 other Texas planners that publish an annual fee charge less.
• 9 of the 16 other planners in Houston that publish an annual fee charge less.

About Nxt:gen Financial Planning

• Principal: Ashley Foster
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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% a year

Clients

62

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

$24,503,853

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

296992

Website

nxtgenfp.com (opens in new tab)

Phone

(832) 331-4714

Can advise clients in 2 states: Louisiana, Texas

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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