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Advisor

Daniel Magier

Next Capital Management · New York, New York

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.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Facts

FirmNext Capital Management
Based in New York, New York
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$2.14B across 2,332 accounts
CredentialsCFP
SEC registration Investment adviser representative in NY, TX · CRD 6221936
Exams passedSeries 66 (2014)
Firm size23 employees
Disclosures None reported
Websitewww.nextcapitalmgmt.com

How Daniel's firm compares

  • Next Capital Management's average account is about $916,000, from its Form ADV (assets managed divided by 2,332 accounts).

What fee-only advisors charge in New York

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Questions about Daniel

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.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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