# Next Generation Wealth Planning, LLC

> Next Generation Wealth Planning, LLC is a state-registered investment advisory firm in Forked River, NJ, registered since 2006, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 141615
- Filed as: NEXT GENERATION WEALTH PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Forked River, NJ
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141615
- AdvisorCensus page: https://advisorcensus.com/firm/next-generation-wealth-planning-llc-forked-river-nj-141615

## Quick answers

**How is Next Generation Wealth Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Next Generation Wealth Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Next Generation Wealth Planning, LLC located?**
Next Generation Wealth Planning, LLC's principal office is in Forked River, NJ, according to its Form ADV.

**Is Next Generation Wealth Planning, LLC registered with the SEC or a state?**
Next Generation Wealth Planning, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 141615.

**How much does Next Generation Wealth Planning, LLC manage?**
Next Generation Wealth Planning, LLC reports $52,248,084 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (0% discretionary).

**What types of clients does Next Generation Wealth Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (18).

**Does Next Generation Wealth Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141615

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $52,248,084
- Discretionary: $0
- Non-discretionary: $52,248,084

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $6,811,393 |
| High net worth individuals | 21 | $42,795,965 |
| Banking or thrift institutions | Fewer than 5 | $1,100,858 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $285,410 |
| Charitable organizations | Fewer than 5 | $1,254,458 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2006 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ngwp.org
- LinkedIn @yale-levey-cfp®-cap®-4811b88

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Next Generation Wealth Planning, LLC (CRD 141615): Form ADV filing data as of October 2026.