Next Play Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Next Play Wealth is a state‑registered, single‑advisor investment advisory firm formed in August 2025 that provides fee‑based discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. As disclosed in the brochure, the firm reported no clients and no assets under management as of the document’s effective date.
The firm describes a tactical allocation approach grounded in fundamental analysis and implements strategies primarily using exchange‑listed equities, corporate debt, mutual funds, ETFs, and interests in real estate partnerships. Financial planning is offered as ongoing, tiered services (a Foundation plan and a Pro‑Player strategy plan) with annual reassessments, and the firm also makes planning available on an hourly basis.
A distinctive feature of the firm relative to most solo independent advisers is its explicit pension consulting practice and services to qualified plans, which include evaluations of fiduciary compliance, recordkeeping and third‑party administration, investment policy review, employee communication and education, and the selection, implementation and monitoring of plan investment options. The brochure also notes a cumulative account opening guideline of $500,000 (waivable at the firm’s discretion) and that the firm recommends a particular custodian for execution and custody, from which it may receive operational support.
Client services
Expertise
Demographic focus
Fee options
Tiered fixed fees for financial planning: Tier 1 Foundation Plan at $2,750; Tier 2 Pro-Player Plan between $10,000 and $20,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% Above $10,000,000+: 0.55%
$400 per hour for financial planning; negotiable.
Account minimum: $500,000 Fee-only: Financial planning fees between $2,750 and $20,000 for tiered plans; hourly financial planning at $400 per hour, negotiable.
Main office
Portland OR
Advisors at this office
1
Most active in
California · Oregon · Texas
Also doing business as
Next Play Wealth · Next Play Wealth, 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
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