Paula Fleming
Next Chapter Financial · Denver, Colorado
Paula Fleming is a fee-only financial advisor at Next Chapter Financial in Denver, Colorado, who holds the CFA credential. Next Chapter Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Paula →
Who they serve
- Mid-life transitions
Facts
| Firm | Next Chapter Financial |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 5572307 |
| Exams passed | Series 63 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.nextchapterfinancial.com |
| Profile |
Request an introduction to Paula
Tell Paula a little about what you're looking for. Paula 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 Paula
Is Paula Fleming a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paula holds no broker registration, and Next Chapter Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paula charge for financial advice?
Paula's firm, Next Chapter Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paula Fleming based?
Paula Fleming is based in Denver, Colorado.
What credentials does Paula Fleming hold?
Paula Fleming holds the CFA credential.
Is Paula Fleming registered with the SEC?
Yes. Paula Fleming is registered as an investment adviser representative in CO (CRD 5572307), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Paula Fleming?
Through Paula's website, www.nextchapterfinancial.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
- Next Chapter Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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.