Next Adventure Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Next Adventure Financial LLC is a fee-only, independent investment adviser that provides discretionary investment management and both ongoing and project-based financial planning to individuals, high‑net‑worth clients, and charitable organizations. The firm tailors plans around goals such as retirement, college funding, business succession, and cash‑flow/debt management and will introduce clients to third‑party professionals as needed.
The firm’s investment process emphasizes asset allocation and modern portfolio theory, combining passive and active strategies along with fundamental analysis, and it may delegate management to Outside Managers when appropriate. Next Adventure routinely uses model portfolios available through the Altruist Model Marketplace, implements block trading across accounts, and generally requires clients to custody assets at Charles Schwab and/or Altruist.
Distinctive aspects include integrated estate‑planning assistance delivered via a third‑party estate‑planning technology (EncorEstate Plans) and a formal referral relationship for a cash‑management aggregator (Flourish Cash). The firm was established in 2023, operates as a small, solo‑practitioner practice, and its principal holds CFP® and Enrolled Agent credentials, combining certified financial planning and tax representation capabilities.
Client services
Expertise
Fee options
Project-Based Financial Planning fees range from $500 to $10,000; Estate Planning Assistance fees range from $300 to $2,000; initial fee for Ongoing Financial Planning up to $3,000
$0 - $500,000: 1.20% $500,001 - $1,000,000: 0.75% $1,000,001 - $1,500,000: 0.50% $1,500,001+: Negotiable
$300 per hour for Project-Based Financial Planning
Ongoing Financial Planning fees paid monthly in arrears, ranging from $100 to $500
Fee-only: Fee-only firm; compensation only from clients for services
Main office
101 North 4th Street, Suite 204
Lafayette IN 47901
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Advisors at this firm
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