Firm
Next Step Financial Transitions
Cypress, Texas
Fee-only
Next Step Financial Transitions at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 57 individual clients, 7 of them high net worth.
- Its average account is about $113,000 (assets it manages divided by its 92 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Cypress, Texas |
|---|---|
| Website | nsfinancialtransitions.com |
| [email protected] | |
| Phone | (120) 394-5556 |
Next Step Financial Transitions 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.
| Account minimum | None |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"flat-fee financial planning services with no account minimums" source
"we offer flat subscription model financial planning services with no account minimums" source
"Roadmap with Real-time GPS (Ongoing Financial Planning)" 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 · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 50 |
| High-net-worth clients | 7 |
| Accounts managed | 92 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 311472 |