Next Level Wealth Planning, LLC

Next Level Wealth Planning, LLC is a Limited Liability Company established in December 2020 in Idaho. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Clients receive Investment Policy Statements outlining their current situation and risk levels. The firm seeks discretionary authority from clients to make investment decisions in line with fiduciary duties. Services include investment strategy, asset allocation, and regular portfolio monitoring. Financial planning services encompass investment, tax, retirement, college, and debt planning. Next Level specializes in mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs. The firm acts as a fiduciary for retirement accounts, ensuring advice is in the client's best interest. There is no account minimum, and fees are asset-based, ranging from 0.75% to 1.25% annually. Clients may impose restrictions on investments based on personal values. The firm does not participate in wrap fee programs and has assets under management totaling $253,416,242.00 for discretionary amounts and $5,074,259.00 for non-discretionary amounts as of December 2024. Next Level does not accept performance-based fees and provides services to individuals, high-net-worth individuals, and broker/dealers. The firm employs various methods of analysis and investment strategies, including charting analysis, cyclical analysis, fundamental analysis, modern portfolio theory, quantitative analysis, and technical analysis. Clients are informed about the risks associated with each strategy, such as market volatility and potential capital loss. The firm does not have any disciplinary actions, and client accounts are reviewed annually or triggered by significant events. Quarterly reports are provided to clients, and Next Level does not receive economic benefits for advice rendered to clients. The firm offers discretionary and non-discretionary investment advisory services and does not accept voting authority for client securities. Next Level has no financial conditions impairing its ability to meet contractual commitments to clients and has not filed for bankruptcy in the last ten years.