Next Level Wealth Planning, Llc
- Regulatory AUM
- $323M
- Discretionary
- $315M
- Clients
- 572
- Avg AUM / client
- $564K
- Accounts
- 1,510
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 487 | $143M | 44.5% |
| High net worth individuals | 85 | $179M | 55.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Midwest Engineered Systems Group 401(k) Plan Midwest Engineered Systems, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Chad Thomas Majors | Managing Member | Nov 2005 (21y) | ≈ 18.75% – 50% via Majors Financial Group Llc | |
| Jacob Edward Mccarney | Managing Member | CFP | Apr 2022 (4y) | ≈ 18.75% – 50% via Mccarney Financial Group Llc |
| Michael Fowler Aboussie | Managing Member | CFP | Apr 2023 (3y) | ≈ 18.75% – 50% via Mfa Wealth Management Llc |
| Eamon, Karen, Jean | Chief Compliance Officer, Manager | Aug 2023 (3y) | Less than 5% | |
| Kaden Jacob Mc Carney | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mccarney Financial Group Llc | Member | Aug 2023 | A | 25% – 50% |
| Mfa Wealth Management Llc | Member | Aug 2023 | A | 25% – 50% |
| Majors Financial Group Llc | Member | Aug 2023 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Chad Thomas Majors: 75% – 100% of Majors Financial Group Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Jacob Edward Mccarney: 75% – 100% of Mccarney Financial Group Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Michael Fowler Aboussie: 75% – 100% of Mfa Wealth Management Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Midwest Engineered Systems Group 401(k) Plan | Midwest Engineered Systems, Inc. | 152 | $15.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Raymond James $287M (89% of AUM) Mar 2026
- Charles Schwab & Co. $36.7M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗