Next Adventure Financial
Lafayette, Indiana
Next Adventure Financial at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 67 individual clients, 5 of them high net worth.
- Its average account is about $156,000 (assets it manages divided by its 134 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Lafayette, Indiana |
|---|---|
| Website | nextadventurefinancial.com |
| [email protected] | |
| Phone | (212) 816-5633 |
Questions about Next Adventure Financial
How much does Next Adventure Financial charge?
Next Adventure Financial publishes these prices: asset-based fee: 1.2% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Next Adventure Financial paid?
Next Adventure Financial's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Next Adventure Financial have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Next Adventure Financial.
What is the average account at Next Adventure Financial?
Next Adventure Financial's average account is about $156,000. That's the assets on its Form ADV divided by its 134 accounts.
What does Next Adventure Financial specialize in?
Next Adventure Financial's advisors and website list retirement planning and tax planning.
Is Next Adventure Financial accepting new clients?
Yes, according to Next Adventure Financial's website, checked October 28, 2026.
Does Next Adventure Financial work with clients virtually?
Yes. Next Adventure Financial's website says it works with clients virtually.
Next Adventure Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.2% a year on the first tier of assets |
|---|
In the firm's words
"The first $500k is assessed 1.20%," source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 62 |
| High-net-worth clients | 5 |
| Accounts managed | 134 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 7, 2026 |
| SEC record | CRD 327945 |
Advisors at this firm (1)
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