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The Next Level Planning Group

The Next Level Planning Group serves accomplished business owners and executives with consequential financial decisions.

Financial Services
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Headquarters
Chicago, Illinois, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded
2007Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
60 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does The Next Level Planning Group do?

The firm combines family-office sophistication with accessibility. The firm works with successful professionals navigating equity compensation, liquidity events, or wealth accumulation.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm serves accomplished business owners and executives.

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Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWThe Next Level Planning Group listed #4 on Financial planning outsourcing companies, September 27, 2026Open the published source list.
The Next Level Planning Group

#4 Financial planning outsourcing companies

Snapshot: September 27, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 13, 2026, September 15, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026 and October 11, 2026. How the company lists are built.

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