Next Adventure Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,931,470
Total clients
67
7% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
67
Average account size
$312,410
About
Next Adventure Financial LLC is a fee-only advisory firm, founded in 2023, that serves individuals (including high‑net‑worth clients) and charitable organizations and manages roughly $20.9 million for about 67 clients. The firm offers discretionary portfolio management alongside both ongoing and project‑based financial planning, and it provides estate‑planning assistance through a third‑party technology solution.
The firm’s investment process emphasizes asset allocation and modern portfolio theory, combining passive and active funds and evaluating mutual funds/ETFs on factors such as underlying holdings, tax efficiency, and manager track record. It may engage outside managers, subscribes to third‑party model portfolios, and typically manages accounts under limited discretionary authority with periodic (quarterly) reviews tied to client risk tolerance and goals.
Distinctive operational features include use of a model marketplace and an Altruist-based custodial platform alongside Charles Schwab, estate‑planning document support via a third‑party EncorEstate solution, and referral access to a cash‑aggregation service (Flourish Cash). The brochure also discloses the firm’s use of standing letters of authorization for transfers and an explicit no‑minimum account policy, which are operational details that may differ from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Estate planning asssistance
Fee options
Fixed fees for financial planning: ongoing fees $100-$500/month; initial financial plan up to $3,000; project-based planning fixed fees range $500 to $10,000; estate planning assistance fixed fees range $300 to $2,000.
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.75% $1,000,001 - $1,500,000: 0.50% $1,500,001+: Negotiable
Hourly rate for project-based financial planning is $300/hour.
Fee-only: Investment management fees are fee-only; no commissions received.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Next Adventure Financial LLC
Lafayette IN, United States
Number of offices
1
Forms ADV
Quick links
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