Verified Fiduciary Advisor

Steven Fox

AdviceOnly

San Diego, CA 92108

5.09 reviewsMin $0

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Client Reviews

5.0

(9 reviews)

5.0

9 Reviews

From verified clients

Reviews marked Advisor Certified were first posted publicly on Google. For each one, the advisor certified the reviewer is a current or former client and answered the disclosure questions; FiduciaryCheck did not contact the reviewer. Each was approved by the firm's compliance reviewer before publication. The advisor must answer for every review on their Google listing; reviews the advisor certified as not from a client are excluded.

Will M. • Sep 2026

Advisor Certified · from Google

“I will never go back to fee-based financial planning. With a fee-only firm like Next Gen Financial, you pay a flat rate for their services, which means no upselling just to get your commission and no ulterior motives. I have been a client for almost 2 years and I cannot speak highly enough of Next Gen Financial. Steven is a pleasure to work with. He is personable, extremely knowledgeable and is incredibly patient when sharing complicated information. He had absolutely earned my trust. It is very clear that he is passionate about not only helping you meet your financial goals, but helping you focus on the most important things.”

Former client. · No compensation was provided for this review. · No material conflicts of interest reported.

mmcdorma • Sep 2026

Advisor Certified · from Google

“I really like Mike’s thoughtful and accessible approach—tailoring information to my investment goals, knowledge, and finances. Having worked with Mike, I feel more confident in financially planning for my future. Thanks, again!”

Former client. · No compensation was provided for this review. · No material conflicts of interest reported.

Hallie P. • Sep 2026

Advisor Certified · from Google

“If you want someone to guide you through a long term financial plan and actually help you understand HOW to do it, Steven is your guide. He explains things thoroughly without ever being condescending. And he asks thought provoking questions about your future to really help find the best plan for you. I’ve worked with a lot of financial planners over the years but never had one who felt so genuinely interested. He comes to every meeting with notes from the previous, and we review to make sure all tasks were addressed. Highly recommend.”

Former client. · No compensation was provided for this review. · No material conflicts of interest reported.

Scott A. • Sep 2026

Advisor Certified · from Google

“I appreciate the financial and investment I got from Mike and Steven at NGFP. They were friendly, patient, and really knowledgeable. I really felt they had my best long-term interests in mind. I like that that they took a life planning approach to their recommendations and based them around how I wanted to live my life. If you're in the phase of finding a financial partner who is right for you you will do yourself a great service in setting up a meeting with them.”

Former client. · No compensation was provided for this review. · No material conflicts of interest reported.

Brian D. • Sep 2026

Advisor Certified · from Google

“Steven has been an absolutely amazing Financial Planner. I definitely recommend him to anyone looking for someone with tremendous financial planning experience. He has helped guide me in making more informed financial decisions. I most appreciate his attention to detail, his professionalism, his extensive experience on a wide array of topics, and his patience. There are so many positive things to say I could go on and on!”

Former client. · No compensation was provided for this review. · No material conflicts of interest reported.

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From the SEC record

Extracted from Steven’s Form ADV filing.

Total clients

0

Average account size

$0.00

Public Documents

FORM ADV

Form ADV

PART 2 BROCHURES

Brochure

RELATIONSHIP SUMMARY

Relationship Summary

Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.

Verified fiduciary status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what is best for you.

Fiduciary verifiedNo commission productsMember since 04/26

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