N
Next Play Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Next Play Wealth is a state‑registered, single‑advisor investment advisory firm formed in August 2025 that provides fee‑based discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, corporations, and qualified retirement plans. As disclosed in the brochure, the firm reported no clients and no assets under management as of the document’s effective date.
The firm describes a tactical allocation approach grounded in fundamental analysis and implements strategies primarily using exchange‑listed equities, corporate debt, mutual funds, ETFs, and interests in real estate partnerships. Financial planning is offered as ongoing, tiered services (a Foundation plan and a Pro‑Player strategy plan) with annual reassessments, and the firm also makes planning available on an hourly basis.
A distinctive feature of the firm relative to most solo independent advisers is its explicit pension consulting practice and services to qualified plans, which include evaluations of fiduciary compliance, recordkeeping and third‑party administration, investment policy review, employee communication and education, and the selection, implementation and monitoring of plan investment options. The brochure also notes a cumulative account opening guideline of $500,000 (waivable at the firm’s discretion) and that the firm recommends a particular custodian for execution and custody, from which it may receive operational support.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Real estate investing
Tax strategies for small businesses
Business ownership considerations
Cash flow / budgeting
Demographic focus
Young Professionals
HENRY (High Earners, Not Rich Yet)
Fee options
Tiered fixed fees for financial planning: Tier 1 Foundation Plan at $2,750; Tier 2 Pro-Player Plan between $10,000 and $20,000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.65% Above $10,000,000+: 0.55%
$400 per hour for financial planning; negotiable.
Account minimum: $500,000 Fee-only: Financial planning fees between $2,750 and $20,000 for tiered plans; hourly financial planning at $400 per hour, negotiable.
Main office location
Next Play Wealth
Portland OR, United States
Number of offices
1
Most active in
Next Play Wealth has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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