# Next Step Financial Planning

Next Step Financial Planning is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 330276
- **SEC file number:** 801-135177
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330276

## About

NEXT STEP FINANCIAL PLANNING, LLC is an SEC-registered investment adviser since 2026. The firm has 1 employee and 1 investment adviser.

## Questions

### Does Next Step Financial Planning act as a fiduciary?

As a registered investment advisor in Texas, the firm is bound by the Investment Advisers Act of 1940, which imposes a fiduciary duty on investment advisors to act in their clients' best interests. This duty applies to all client interactions, including planning and investment recommendations. The firm's fee-only structure removes conflicts associated with brokerage commissions, reinforcing its fiduciary posture.

### Who are the principals or key professionals at Next Step Financial Planning?

The firm's leadership and ownership are disclosed in its publicly accessible Form ADV filings with state securities regulators. The name of the principal advisor and any associate advisors can be found there. Without a current ADV, the specific individuals cannot be confirmed, but the firm is structured as an independent practice rather than a large institutional platform with multiple partners.

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Last updated: 2026-06-03T20:00:00.000Z

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