Next Step Financial Transitions

Next Step Financial Transitions (CRD# 311472) is a financial advisory firm headquartered in Houston, TX. They manage $5,002,977 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

118 Vintage Park Blvd, #w734, Houston, TX 77070

https://www.facebook.com/nsfinancialtransitions

By the Numbers

Total Assets Under Management

5

MILLION
Total Number of Accounts

60

ACCOUNTS
Average Account Value

$83,383

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Next Step Financial Transitions

Showing 1 - 2 of 2 top financial advisors.

Flaxon L. Elrod

CRD#: 5818345

Cypress, TX

Flaxon Elrod (CRD# 5818345) is an Investment Advisor Representative working at Next Step Financial Transitions in Cypress, TX and has over 8 years of experience in the finance industry.

Tessa M. Elrod

CRD#: 5608539

Cypress, TX

Tessa Elrod (CRD# 5608539) is an Investment Advisor Representative working at Next Step Financial Transitions in Cypress, TX and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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