No longer SEC-registered. Next Step Financial Planning, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
1
Accounts
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Location
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Next Step Financial Planning, LLC assets under management
Next Step Financial Planning, LLC is an SEC-registered investment adviser. It employs 1 people.
Managing Member, President And Chief Compliance Officer
Over 75%
2024
Frequently asked questions
How many employees does Next Step Financial Planning, LLC have?
Next Step Financial Planning, LLC reports 1 employees.
Does Next Step Financial Planning, LLC disclose fund performance?
Next Step Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.