# Daniel Magier

> Daniel Magier is a fee-only financial advisor at Next Capital Management in New York, New York, who holds the CFP credential. Next Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-magier/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Next Capital Management
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.14B across 2,332 accounts
- **Credentials:** CFP
- **CRD:** 6221936 (https://adviserinfo.sec.gov/individual/summary/6221936)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://www.nextcapitalmgmt.com

## Frequently asked questions

### Is Daniel Magier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Next Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Next Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Magier based?

Daniel Magier is based in New York, New York.

### What credentials does Daniel Magier hold?

Daniel Magier holds the CFP credential.

### Is Daniel Magier registered with the SEC?

Yes. Daniel Magier is registered as an investment adviser representative in NY and TX (CRD 6221936), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Next Capital Management manage?

Next Capital Management reports $2.14B across 2,332 accounts in assets under management.

### How do I contact Daniel Magier?

Through Daniel's website, www.nextcapitalmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6221936): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.