Next Play Financial

Overview

Next Play Financial is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-led model and charges clients through a mix of percentage-of-AUM, hourly and fixed-fee arrangements. Its practice centers on managed, discretionary relationships: all reported assets are discretionary and the firm leans heavily on pooled public funds as the primary vehicle for client exposure. Investment activity shows a clear preference for professionally managed fund solutions rather than direct-stock portfolios. The firm does not identify as an active ESG investor, nor does it position itself as a multi-state or pension consultant adviser. Advisory services appear concentrated on straightforward planning and portfolio oversight for individual and family clients, with allocations handled through third-party fund managers where necessary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices