Nextgen Wealth
25yrs
Top 24% by experience in Missouri
Nextgen Wealth
Location not listed. Legal name: Nextgen Wealth, LLC
About the firm
A registered investment advisory firm. It manages about $61.7 million for roughly 61 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$1.01 million
Assets under management ?$61.7 million
Individual clients61
Median years of experience25
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Advisors at Nextgen Wealth
1Advisors
25Median years of experience
1States with offices
1Offices
Also known as
Haynes, Clint M · Nextgen Wealth, LLC
About Nextgen Wealth
How do I contact Nextgen Wealth?
Call the main office at (816) 287-4780. The main office is at , .
How is Nextgen Wealth paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Nextgen Wealth offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Choosing other investment managers, Newsletters and publications, Educational seminars and workshops.
How many advisors work at Nextgen Wealth?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.