Next Play Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,724,573
Clients
25
48% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$668,983
About
Next Play Financial is a small, fee‑only independent advisory firm led by a single adviser that provides investment management, comprehensive financial planning, and project‑based financial advice to individual clients (including high‑net‑worth clients). The firm maintains a concentrated book of client relationships and offers both ongoing portfolio supervision and standalone planning engagements.
The firm’s investment approach is primarily passive—building diversified portfolios with index mutual funds and ETFs—while also incorporating fundamental analysis and, when appropriate, third‑party outside managers and model portfolios accessed through Altruist’s Model Marketplace. Financial planning services routinely address retirement, tax planning, college funding, cash‑flow and risk management, and clients may impose trading restrictions while granting discretionary authority for day‑to‑day portfolio implementation.
Distinctive features include the adviser’s dual CFP® and Enrolled Agent credentials, which combine financial planning expertise with tax representation capabilities, and the firm’s use of Altruist’s custodial platform and tax‑management tools to implement model and custom portfolios. Next Play operates as a solo, fee‑only practice that does not sell investment products or accept third‑party compensation, and it offers fixed‑fee comprehensive plans and project‑based advice in addition to AUM‑based portfolio management.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Comprehensive Financial Planning fixed fee ranging from $3,500 to $7,000 depending on add-ons; Project-based financial advice also available as flat fee based on hourly rate
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.50% Above $2,000,000+: 0.25%
$300 per hour for project-based financial advice
Fee-only: Comprehensive Financial Planning fixed fee $3,500 - $7,000; Project-Based Financial Advice hourly rate $300/hour or flat fee based on hourly rate
Main office location
Next Play Financial
Ashburn VA, United States
Number of offices
1
Most active in
Next Play Financial has reported serving >5 clients in these states in the last 12 months.
Virginia
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.
Forms ADV
Quick links
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