Next Level Wealth Planning provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 600 clients last fiscal year.
Next Level Wealth Planning reports 572 clients. They include 487 individual clients and 85 high-net-worth individuals. Of its assets, 97.7% ($315M across 1,379 accounts) are managed with discretion; $7.34M across 131 accounts are not. Of its clients, 1% are outside the U.S. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 44% |
| High-net-worth individuals | 15% | 56% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 487 | $143M | 44.5% | $295K |
| High-net-worth individuals | 85 | $179M | 55.5% | $2.11M |
| Total | 572 | $323M | 100% | $564K |
- Clients
- 487
- Regulatory AUM
- $143M
- AUM share
- 44.5%
- Avg. per client
- $295K
- Clients
- 85
- Regulatory AUM
- $179M
- AUM share
- 55.5%
- Avg. per client
- $2.11M
Total
- Clients
- 572
- Regulatory AUM
- $323M
- AUM share
- 100%
- Avg. per client
- $564K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 600
Next Level Wealth Planning charges 0.75%–1.25% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a negotiated fixed fee of $1,000 to $50,000, or an hourly fee of $250 to $1,000, with half paid in advance.
McCarney Financial Group LLC owns 25% to 50% of Next Level Wealth Planning and is in turn owned by Jacob McCarney (75% or more). The leadership team of Next Level Wealth Planning includes Chief Compliance Officer Karen Eamon. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 25% to 50% of Next Level Wealth Planning, LLC
McCarney Financial Group LLC
Control person · since August 2023
- Owns 75% or more of McCarney Financial Group LLC
Jacob McCarney
Control person · since April 2022
- Owns 25% to 50% of Next Level Wealth Planning, LLC
Mfa Wealth Management LLC
Control person · since August 2023
- Owns 75% or more of Mfa Wealth Management LLC
Michael Aboussie
Control person · since April 2023
- Owns 25% to 50% of Next Level Wealth Planning, LLC
Majors Financial Group LLC
Control person · since August 2023
- Owns 75% or more of Majors Financial Group LLC
Chad Majors
Control person · since November 2005
Next Level Wealth Planning’s regulatory assets grew 1.6× from $200M (January 2024) to $323M (March 2026); clients rose from 526 to 572 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $323M | 572 | 5 | 1 |
| Jan 2025January 2025 | $258M | 555 | 4 | 1 |
| Jan 2024January 2024 | $200M | 526 | 4 | 1 |
Besides its headquarters, Next Level Wealth Planning has 0 offices, with 1 listed address in 1 state.
Idaho · 1 listed address
- 1817 N Lakes Place, Ste 150, MeridianHQ
Contact and registration details
- Legal name
- Next Level Wealth Planning, LLC
- Headquarters
- 1817 N Lakes Place, Ste 150, Meridian, ID 83646
- Website
- nlwealthplanning.com
- Phone
- 208-376-6949
- SEC file
- 801-128745
- Structure
- Idaho LLC
- Fiscal year end
- December
Next Level Wealth Planning’s named custodians for separately managed accounts are Raymond James ($287M, 89%) and Charles Schwab ($36.7M, 11%). Next Level Wealth Planning does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $287M89%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $36.7M11%
At year end, Next Level Wealth Planning’s separately managed accounts were mostly in stocks (63%) and funds (22%). Its reported 13F holdings for the quarter ended 30 June 2026 total $227M across 74 positions; the largest are Vanguard Index Fds (29.5%), Dimensional ETF Trust (10.1%) and Vanguard Index Fds (9.4%).
What the accounts hold
- Stocks63%
- Exchange-traded equities46%
- Non-exchange-traded equities17%
- Funds22%
- Bonds1%
- Cash14%
How many clients does Next Level Wealth Planning have?
Next Level Wealth Planning has 572 clients and manages $323 million for them, as of March 2026. They include 487 individual clients and 85 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Next Level Wealth Planning offer?
Next Level Wealth Planning provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Next Level Wealth Planning charge?
Next Level Wealth Planning charges 0.75%–1.25% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A - NEXT LEVEL WEALTH PLANNING, LLC, filed 5 March 2026
Which custodians does Next Level Wealth Planning use?
Next Level Wealth Planning’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $287M and Charles Schwab & Co., Inc. (Westlake, TX), with $36.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Next Level Wealth Planning have?
Next Level Wealth Planning has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Next Level Wealth Planning invest in?
At the end of its last fiscal year, Next Level Wealth Planning’s separately managed accounts held 46% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 17% non-exchange-traded equities, 14% cash and equivalents and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Next Level Wealth Planning?
Next Level Wealth Planning is owned through holding companies by Michael Aboussie, Jacob McCarney and Chad Majors. Its direct owners are McCarney Financial Group LLC, Mfa Wealth Management LLC and Majors Financial Group LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Next Level Wealth Planning get paid?
Next Level Wealth Planning is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Next Level Wealth Planning?
Next Level Wealth Planning’s main office is at 1817 N Lakes Place, Ste 150, Meridian, ID 83646. Its phone number is 208-376-6949. Its website is nlwealthplanning.com.