Transparent pricing based on what’s fair, not what we can get away with

— FEE ONLY FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

If you’re worth what you charge, then you should be able to show what you charge

Why is this so hard for most financial services companies? Forget about conflict-ridden commissions for product sales, hidden kickbacks, surprise fees, and percentage-based pricing with a minimum account size that limits access to most people.

Let’s keep it simple: Next Gen charges one flat annual rate that includes both financial planning and investment management. That rate is determined by how complex your situation is (i.e. how much work we’ll be doing for you) and is split up into automated monthly payments just like all of your other bills to make things easier.

During your intro meeting, we’ll get into the details of your situation and make appropriate adjustments up or down to this price estimate as needed if there are relevant factors not fairly represented here.

Learn more about what it means that we’re fee-only financial planners (and why you should care). More importantly, learn more about the process, principles, and tools behind what we do for you.

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Financial planning done right, created by and for the digitally native generation

Learn more about the process, principles, and tools behind what we do

Our services

Flat rate,
fee-only

Why do we have this business model, and why should you care?

Learn more
GETTING STARTED IS EASY

Want to see if we're right for you?
Take the first step by scheduling an intro meeting

Isn’t it time you got the real financial planning advice you’ve always wanted? The first meeting is on us.
There’s no cost, no sales pressure, and no judgement - just a conversation to see if we’re a good match.

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