Tessa Elrod
Next Step Financial Transitions · Cypress, Texas
Tessa Elrod is a fee-only financial advisor at Next Step Financial Transitions in Cypress, Texas, who holds the CFP credential. Next Step Financial Transitions reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Next Step Financial Transitions |
|---|---|
| Based in | Cypress, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $10.4M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5608539 |
| Exams passed | Series 66 (2011) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | nsfinancialtransitions.com |
How Tessa's firm compares
- Next Step Financial Transitions's average account is about $113,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Tessa
Is Tessa Elrod a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tessa holds no broker registration, and Next Step Financial Transitions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tessa charge for financial advice?
Tessa's firm, Next Step Financial Transitions, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tessa Elrod based?
Tessa Elrod is based in Cypress, Texas.
What credentials does Tessa Elrod hold?
Tessa Elrod holds the CFP credential.
Is Tessa Elrod registered with the SEC?
Yes. Tessa Elrod is registered as an investment adviser representative in TX (CRD 5608539), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Next Step Financial Transitions manage?
Next Step Financial Transitions reports $10.4M across 92 accounts in assets under management.
How do I contact Tessa Elrod?
Through Tessa's website, nsfinancialtransitions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cypress
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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