Next Level Wealth Planning, LLC

Overview

Next Level Wealth Planning, LLC is an SEC registered investment adviser based in Meridian, ID, registered since 2023. It reports $323M in assets under management across 1,510 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$323M

Discretionary

98%

Accounts

1,510

Average account

$214K

Employees

5

Advisory reps

5

Registered since

2023

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Karen Jean Eamon Chief Compliance Officer, Manager CRD 6701610

Advisory reps 3 of 5

• Michael Fowler Aboussie Insurance Agent · Investment Adviser Rep CRD 5727927
• Chad Thomas Majors Investment Adviser Rep CRD 4521770
• Jacob Edward Mccarney Investment Adviser Rep CRD 4824501

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1817 N Lakes Pl Ste 150
Meridian, ID 83646

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: nlwealthplanning.com

Every state, with registration dates

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