Advisor at Next Step Financial Transitions
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Next Step Financial Transitions
Location
Cypress, TX
Credentials
CFP®, Series 66
Industry experience
14 years
Tessa Elrod is a CFP® professional with 14 years of industry experience, currently serving at Next Step Financial Transitions since 2020. She previously worked at Strategic Financial Advisors and Proequities Inc between 2014 and 2020. Outside of her advisory role, she is the owner of Next Step Divorce Solutions, LLC, where she acts as a financial expert to assist couples in understanding equitable divorce settlements, and she also operates a sole proprietorship designing products for sale on Amazon. Next Step Financial Transitions provides investment management and financial planning services to individual and high-net-worth clients, offering both project-based plans and subscription-style comprehensive planning. The firm’s investment approach integrates fundamental, technical, charting, and cyclical analysis with Modern Portfolio Theory to develop personalized portfolios and manages accounts on both discretionary and non-discretionary bases.
Based on Next Step Financial Transitions
Project-Based Financial Planning fixed fee between $300 and $6,000 depending on complexity
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.30% $3,000,001 - $5,000,000: 0.25% $5,000,001+: 0.10%
Ongoing Comprehensive Financial Planning paid monthly starting at $275 per month
Fee-only: Ongoing Comprehensive Financial Planning: $500 upfront plus starting at $275 per month, paid monthly in arrears; Project-Based Financial Planning fixed fee between $300 and $6,000, negotiated per client
Cypress, TX
Texas
Next Step Financial Transitions
2020 - Present (6 years)
Strategic Financial Advisors
2014 - 2020 (6 years)
Proequities Inc
2014 - 2020 (6 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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