Fee-only adviser · Meridian, ID
Next Level Wealth Planning, LLC
Next Level Wealth Planning, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Meridian, Idaho. On its latest Form ADV, filed March 5, 2026, it reports $323M in regulatory assets under management, 572 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 327644 · SEC file 801-128745 |
| Office | 1817 N Lakes Place Ste 150 Meridian, ID 83646 |
| Phone | (208) 376-6949 |
| Website | www.nlwealthplanning.com |
| Regulatory assets under management | $323M ($315M discretionary) |
| Individual clients | 487 non-high-net-worth, 85 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Meridian
- Hawke Financial Group $270M
- Inspire Investing, LLC $4.0B
- Enduring Wealth Management, LLC $205M
- Retire Sensibly LLC $58M
- Viewpoint Advisory, LLC $103M
- Garcia Financial Planning $6.0M
See all 8 fee-only advisers in Meridian →
Nearby
- Eagle 9 firms
- Caldwell 1 firm
- Boise 22 firms
- Kuna 1 firm
- Horseshoe Bend 1 firm
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