Nexten FP

NEXTEN FP LLC is a registered investment adviser that offers wealth management and financial planning services to individuals and high‑net‑worth clients. The firm provides discretionary investment management, project‑based and ongoing financial planning, and may recommend Outside Managers and other third‑party professionals to clients.

Its investment approach emphasizes Modern Portfolio Theory, asset allocation across equities, fixed income, and cash, and a combination of passive and active strategies using ETFs, mutual funds, individual securities, and municipals; the firm also offers socially conscious investing options when requested. Portfolios may be implemented and monitored using model portfolio platforms and third‑party tools, and the firm acts as the primary advisor while overseeing outside managers and model marketplace relationships.

Distinctive aspects include that the firm is newly formed, operates with a single principal/CCO, and reported no assets under management at the time of filing, which may affect scale and operational posture compared with peers. Although the brochure states the firm is fee‑only and does not accept compensation for product sales, the principal’s recent experience includes roles at broker‑dealer and distribution firms, and the firm requires clients to use its chosen custodial platforms (Altruist or Schwab) and passes certain model‑marketplace and tax‑tool fees through to clients, features that differentiate it from many other investment managers.