Next Play Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Next Play Financial serves individual and high‑net‑worth clients with fee‑only investment management, comprehensive financial planning, and project‑based advice. The firm offers ongoing portfolio supervision and tailored financial planning that address retirement, tax, estate, and cash‑flow topics.
The firm primarily employs passive investment management using index mutual funds and ETFs, supplemented by fundamental analysis when appropriate, and implements client asset allocations on a discretionary basis while allowing client‑imposed restrictions. The brochure notes the firm does not use outside managers and relies on in‑house portfolio implementation and periodic client reviews.
Distinctive features include dual professional credentials in financial planning and taxation (CFP® and Enrolled Agent), which the firm highlights in support of integrated tax planning within financial plans. The firm also uses the Altruist Model Marketplace and its tax‑management tools and custodian platform to access model portfolios and operational integrations, while retaining responsibility for suitability; clients retain responsibility for proxy voting.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fee ranging from $3,500 to $7,000 depending on services; project-based advice flat fees 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%
Project-based financial advice billed at $300 per hour
Fee-only: Financial planning fixed fees ($3,500 - $7,000); project-based advice hourly at $300/hour or flat fee based on hourly rate
Main office
Ashburn VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Next Play Financial · Next Play Financial Solutions, LLC
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
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