Ashley Foster, financial advisor Houston TX

Ashley Foster

CRD 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
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
Contact Info for Ashley M. Foster
Phone Number: 832-331-4714
Advisor Website: https://www.nxtgenfp.com
Registered State(s):
  • LA
  • TX
Current Firm Details
Nxt:gen Financial Planning
Firm's CRD Number: 296992
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $104,860
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

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