Clint Haynes is a CFP-designated registered investment advisor at Nextgen Wealth, based in Lee'S Summit, MO, with 20 years of industry experience. Clint operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 61 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.40% |
Fees are negotiable. The fee includes the fees that FPAS charges to NextGen Wealth, which is 0.30% per year for the first $50 million in NextGen Wealth's aggregate client assets serviced by FPAS, and 0.15% per year for NextGen Wealth's aggregate client assets serviced by FPAS over $50 million.
Fee Estimator
Location
Lee'S Summit, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clint is a board member and treasurer for Lee's Summit Educational Foundation, dedicating a few hours per week to overseeing financial reports, fundraising, and strategic planning. Although Clint is a licensed insurance agent since 2015, he does not actively sell insurance.
Employment History
Current Registrations
Nextgen Wealth
Previous Registrations
Cambridge Investment Research Advisors, INC.
The Mutual Fund Store
The Mutual Fund Store
Morgan Stanley
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.