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Steven Charles Fox

Providing fee-only financial planning to active professionals in their 20's-40's

Next Gen Financial Planning

San Diego

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
    • -Tax Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Modern Dollar Planning 2 years, 10 months Feb 2016 - Present
Bridge Financial Planning 2 years, 10 months Feb 2016 - Present
Next Gen Financial Planning 2 years, 11 months Jan 2016 - Present
Curo Financial Planning (office of Met Life) 1 year, 5 months Jul 2014 - Dec 2015
San Diego State University 3 years, 4 months Jan 2013 - May 2016
United States Marine Corps (Active Duty) 8 years, 4 months Sep 2004 - Jan 2013

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
  • Enrolled Agent
    Designation
    Enrolled Agent
    An Enrolled Agent is a federally-authorized tax practitioner who has technical expertise in the field of taxation and is empowered by the Department of the Treasury to represent taxpayers.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 11, 2018
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Next Gen Financial Planning

Last updated on Feb. 21, 2017
    • $400.0K
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5
      Accounts
    • $80.0K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements