Next Step Financial Transitions fees and pricing
Financial planner in Cypress, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Next Step Financial Transitions charges a flat or project fee of $500 and a monthly fee of $275 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $500.00 and an ongoing fee that is paid monthly, in arrears, starting at the rate of $275 per month.”
- Monthly fee
- $275/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Next Step Financial Transitions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “American Funds charges fees in arrears, on a quarterly basis.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Next Step Financial Transitions’ fees compare
- Its flat or project fee of $500 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.
- None of the 3 other planners in Cypress that publish a flat or project fee charge less.
About Next Step Financial Transitions
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 57
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $10,370,867
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311472
- Phone
- (832) 856-2825
Other planners in Cypress that publish fees
- Asset Lift Wealth Management, LLCCypress$250/hr
- Centric Advisors, LLCCypress$100-$500/hr, $250-$20,000
- Redfish CapitalCypress$500/hr, $250-$5,000
- Toprac Financial LLCCypress$210/hr
- Wealth and PlanCypress$250/hr, $2,000-$5,000
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.