Ashley FosterCRD Number: 5462249
Current Firm: Nxt:gen Financial Planning
Compensation Model: Fee Only
Ashley Foster (CRD# 5462249) is the founder of Nxt:Gen Financial Planning, a private fee-only practice based out of Houston, TX. Ashley has over 14 years of experience in the finance industry. Ashley Foster has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Hightower Advisors, LLC
Worthwise Financial Partners
|Nxt:gen Financial Planning, LLC||Houston, TX||Apr 2018 - Current||5|
|Lincoln Financial Securities Corporation||Houston, TX||Sep 2014 - Apr 2018||3|
|Ashley Foster/gross & Foster Financial Services||Houston, TX||Aug 2014 - Apr 2018||3|
|Nylife Securities LLC||Houston, TX||Oct 2013 - Sep 2014||< 1|
|New York Life Insurance Company||Houston, TX||Sep 2013 - Sep 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
Total Assets Under Management12MILLIONS
Total Number of Accounts124ACCOUNTS
Average Account Value$100,242
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.