Next Up Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,988,281
Clients
293
Advisors
2
across 2 offices
About
Next Up Wealth Advisors provides advisory services to individuals, families, trusts, estates, charitable organizations, and pension and profit‑sharing plans. The firm offers portfolio and wealth management for individuals and small businesses, standalone financial planning and consulting, selection of third‑party managers, and pension plan advisory services.
The firm combines fundamental analysis, asset allocation, portfolio construction, and evidence‑based techniques to construct diversified portfolios using mutual funds, ETFs, and selected alternative investments, and it manages accounts on both discretionary and non‑discretionary bases. It also uses third‑party managers when appropriate and includes retirement‑plan consulting and fiduciary support such as investment policy design, ongoing oversight, fee analysis, and participant education.
Noteworthy features include an explicit pension consulting practice delivered under ERISA fiduciary standards and a fee menu that includes hourly and fixed fees for planning and consulting in addition to asset‑based management—arrangements that are less common among firms in this regulatory category. The firm does not sponsor or manage private pooled funds, makes third‑party retirement and cash‑management platforms available, and generally directs clients to specific custodians for execution, which can affect execution alternatives.
Client services
Expertise
Fee options
Financial planning and consulting services fees range from $1,500 to $5,000
$0 - $250,000: 1.25% $250,001 - $999,999: 1.00% $1,000,001 - $1,999,999: 0.90% $2,000,000 - Negotiable: Negotiable
$150 - $300 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Hourly fees range from $150 to $300; flat fees range from $1,500 to $5,000 for financial planning and consulting services
Main office
See office9375 E Shea Blvd., Suite 100
Scottsdale AZ 85260
Advisors at this office
1
Offices (2)
Most active in
Arizona · Virginia
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.
Advisors at this firm
Kenneth T
CFP®, Series 65
King George, VA
Next Up Wealth Advisors, LLC
Kenneth Turner is a CFP® with 19 years of industry experience, currently serving at Next Up Wealth Advisors, LLC. He previously worked at TMB, Inc. for 11 years and Brightscape Investment Centers for 19 years. Next Up Wealth Advisors provides advisory services to individuals, families, trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm uses a combination of fundamental analysis, asset allocation, and evidence-based techniques to construct diversified portfolios and offers pension plan consulting under ERISA fiduciary standards.
Amanda W
Series 65
Scottsdale, AZ
Next Up Wealth Advisors, LLC
Amanda Wray is a financial advisor at Next Up Wealth Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at several firms including Brightscape Investment Centers, Inc. and Releve Financial Group. Outside of advisory services, she manages Wray Properties, LLC, which operates short-term rental investment properties. Next Up Wealth Advisors provides portfolio and wealth management, financial planning, and pension consulting services to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental analysis, asset allocation, and evidence-based techniques to build diversified portfolios, and it offers consulting under ERISA fiduciary standards.
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