Next Wealth Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Next Wealth Advisers, LLC is a registered investment adviser that describes its clients as high‑net‑worth individuals, institutions, corporations, trusts and international clients, and offers wealth and portfolio management, financial planning, retirement plan consulting and periodic newsletters. The firm is newly established and currently reports no assets under management and no active registered advisors.
The firm follows a goals‑based, non‑discretionary process in which it develops investment policy statements, performs suitability and risk analyses, and presents tailored portfolio proposals for client approval. Next Wealth Advisers incorporates a mix of fundamental, technical, macroeconomic, qualitative and third‑party research (including providers such as Morningstar and Right Capital) and coordinates planning work with outside tax, legal and trustee professionals.
Noteworthy aspects of the brochure include explicit pension and ERISA consulting capabilities — including 3(21) and 3(38) plan advisory roles — alongside portfolio management for both individual and institutional clients and alternative fee arrangements such as hourly and fixed fees. The firm also discloses that it is not a private fund adviser; the combination of institutional pension services, individualized portfolio management, and non‑asset‑based fee options is uncommon for firms in this registration category, especially given the firm’s current lack of assets and active registered advisors.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 1.75% $100,001 - $250,000: 1.65% $250,001 - $1,000,000: 1.50% $1,000,001 - $10,000,000: 1.25% $10,000,001 - $20,000,000: 1.00% $20,000,001+: 0.75%
$600/hour for senior advisor, $220/hour for junior advisor
Account minimum: $1,000,000.00 Fee-only: Financial Planning Services included in advisory fee; Institutional Financial Planning Services charged hourly at $600 (senior advisor) and $220 (junior advisor)
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Next Wealth Advisers · Next Wealth Advisers, 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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