Next Pronto Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,500,000
Clients
31
3% 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
31
TypicalAverage account size
$177,419
About
Next Pronto Capital Advisors serves individuals, families and small businesses with fee-only financial planning and wealth management. Services include standalone and ongoing planning, portfolio construction, tax and estate planning, retirement and education planning, hourly consultations, and an optional discretionary service to manage held-away retirement accounts.
The firm employs a bottom-up, fundamental investment process that incorporates macro and risk indicators and emphasizes intrinsic value, capital-allocation metrics and corporate governance when recommending securities. Portfolios are generally constructed with long-term objectives in mind, favoring low-cost passive exposures where suitable, periodic rebalancing, and tax-efficient asset location tailored to each client’s circumstances.
Noteworthy aspects compared with peers include the principal’s international capital-markets experience and engagement with Mexican-American professional networks, which align with the firm’s atypically large non-U.S. client base. The firm also offers educational workshops on financial planning and operates an uncommon held-away account management service that uses a third‑party order-management platform for quarterly reviews and rebalancing while avoiding custody.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for comprehensive financial planning services between $500 and $10,000; fees for seminars between $0 and $800 per seminar
$0 - $1,000,000: 1.00% $1,000,000 - $1,500,000: 0.90% $1,500,000 - $2,000,000: 0.85% $2,000,000+: 0.80%
Hourly fees range between $200 and $500 per hour
Minimum fee: Hourly fees up to $500 per hour; Fixed fee for comprehensive financial planning ranging from $500 to $10,000 Fee-only: Fee-only basis including hourly, fixed fees, and AUM-based fees; no commissions
Main office location
Next Pronto Capital Advisors
515 Madison Avenue, 9 Th Floor #8100
New York NY 10022, United States
Number of offices
1
Most active in
Next Pronto Capital Advisors has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
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
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