Chad Majors is a registered investment advisor at Next Level Wealth Planning, LLC, based in Meridian, ID, with 23 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 572 clients with $320M 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 | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
1817 N Lakes Place, Ste 150, Meridian, ID, 83646
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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 Activities
Chad owns rental real estate property, dedicating minimal time to it. He also owns two support companies, Majors Financial Group and Next Level Financial Planning, spending minimal time on each.
Employment History
Current Registrations
Next Level Wealth Planning, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward JonesBroker
State Registrations8 states
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