ChatGPT SearchAug 30, 2026
NextGen Wealth in Lee's Summit says it is a fiduciary, but it describes itself as fee-based, rather than fee-only.
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NextGen Wealth is a financial planning firm in Lee's Summit, MO, led by Certified Financial Planner Clint Haynes, specializing in comprehensive retirement transition plans for individuals within five years of retirement. The firm addresses financial, mental, social, and physical aspects of retirement to help clients retire confidently and avoid outliving their money.
AI named NextGen Wealth from December 2025 to August 2026.
Question: I am looking for a financial planner who is a fiduciary and does not sell insurance products.
ChatGPT SearchAug 30, 2026
NextGen Wealth in Lee's Summit says it is a fiduciary, but it describes itself as fee-based, rather than fee-only.
AI named NextGen Wealth alongside Beacon Financial Advisors, Java Wealth Planning, and Oak Road Wealth Management
AI cited nextgen-wealth.com in these answers, after beacon-advisor.com, oakroadwealth.com, and feeonlynetwork.com.
nextgen-wealth.com 13%Other sites 87%
Excerpts where NextGen Wealth appeared in the AI's answer
NextGen Wealth in Lee's Summit says it is a fiduciary, but it describes itself as fee-based, rather than fee-only.
