Michael Kappes
Next Steps Advisors · Bellevue, Washington
Michael Kappes is a fee-only financial advisor at Next Steps Advisors in Bellevue, Washington. Next Steps Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | Next Steps Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $43M across 92 accounts |
| SEC registration | Investment adviser representative in WA · CRD 1632350 |
| Exams passed | Series 63 (1993) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.csa.us |
| Profile |
How Michael's firm compares
- Next Steps Advisors's average account is about $467,000, from its Form ADV (assets managed divided by 92 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Kappes a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Next Steps Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Next Steps Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Kappes based?
Michael Kappes is based in Bellevue, Washington.
Is Michael Kappes registered with the SEC?
Yes. Michael Kappes is registered as an investment adviser representative in WA (CRD 1632350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Next Steps Advisors manage?
Next Steps Advisors reports $43M across 92 accounts in assets under management.
How do I contact Michael Kappes?
Through Michael's website, www.csa.us.
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.
See something wrong? Request a correction. Read our methodology.