{
  "crd_number": 292468,
  "slug": "nextgen-financial-advice-llc-292468",
  "primary_business_name": "NEXTGEN FINANCIAL ADVICE LLC",
  "legal_name": "NEXTGEN FINANCIAL ADVICE LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-03-13",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-05-07",
  "carried_forward": false,
  "raum_total": 8787740.0,
  "raum_discretionary": 7885708.0,
  "raum_non_discretionary": 902032.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 5020762.0,
      "count": 43
    },
    "high_net_worth_individuals": {
      "raum": 3608816.0,
      "count": 4
    },
    "corporations_other_businesses": {
      "raum": 158162.0,
      "count": 2
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MN"
  ],
  "websites": [
    "https://facebook.com/nextgenfinancialadvice",
    "https://linkedin.com/in/brian-jones-crpc-900a08159",
    "https://nextgenfinancialadvice.com",
    "https://x.com/NextGenFinAdvic"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292468",
  "listing_state": "MN",
  "disclosure_items": [
    {
      "item": "11.H(1)(a)",
      "question": "In the past ten years, has a domestic or foreign court issued an injunction against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/nextgen-financial-advice-llc-292468",
  "display_name": "Nextgen Financial Advice LLC",
  "summary": "Nextgen Financial Advice LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.",
  "citation": "AdvisorCensus. Nextgen Financial Advice LLC (CRD 292468): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Nextgen Financial Advice LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nextgen Financial Advice LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Nextgen Financial Advice LLC registered with the SEC or a state?",
      "a": "Nextgen Financial Advice LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292468."
    },
    {
      "q": "How much does Nextgen Financial Advice LLC manage?",
      "a": "Nextgen Financial Advice LLC reports $8,787,740 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (90% discretionary)."
    },
    {
      "q": "What types of clients does Nextgen Financial Advice LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (4); corporations or other businesses not listed above (2)."
    },
    {
      "q": "Does Nextgen Financial Advice LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(a) (court injunction in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292468"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/nextgen-financial-advice-llc-292468.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 43,
      "fewer_than_5": false,
      "raum": 5020762.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 3608816.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 2,
      "fewer_than_5": false,
      "raum": 158162.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/292468",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}