Next Adventure Financial LLC fees and pricing
Financial planner in Lafayette, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 24, 2026, Next Adventure Financial LLC charges $300 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Our hourly rate is $300.”
- Flat or project fee
- $500-$10,000
“Fixed fee rates range between $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Next Adventure Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are paid monthly in arrears, ranging from $100 to $500.”
How Next Adventure Financial LLC’s fees compare
- Its hourly rate of $300 is above the Indiana median of $250. 61% of the 119 other Indiana planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Indiana median of $5,000. 57% of the 84 other Indiana planners that publish a flat or project fee charge less.
About Next Adventure Financial LLC
- Principal: Cody Lachner
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Clients
- 67
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $20,931,470
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327945
- Phone
- (765) 479-9533
Other planners in Lafayette that publish fees
- Gettings Busch Wealth ManagementLafayette$250/hr, $250-$5,000
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.