Next Capital Management LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 30, 2026, Next Capital Management LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“NEXT typically provides these services at an hourly rate of $500, however NEXT may agree to provide financial planning and consulting services for a negotiated fixed fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Next Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the limited event that NEXT bills the client directly, payment is due upon receipt of NEXT’s invoice.”
- “The fees charged by Schwab, Fidelity or Pershing are separate and in addition to the advisory fee payable by the client to NEXT.”
- “As noted above, NEXT’s annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the average daily balance of the previous quarter.”
How Next Capital Management LLC’s fees compare
- Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
- 50 of the 69 other planners in New York that publish an hourly rate charge less.
About Next Capital Management LLC
- Firm size: 23 employees.
- Registered as an adviser: 1999 (27 years).
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% a year
- Clients
- 257
- Employees
- 23
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $2,135,481,487
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 110793
- Phone
- (212) 433-1111
Can advise clients in 15 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Illinois, Louisiana, Massachusetts, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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