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Firm Information

Next Financial Group, Inc. is a corporation formed in June 1998 and headquartered in Houston, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. They are registered with the SEC and have a presence in all 50 states, as well as Puerto Rico and the Virgin Islands. Next Financial Group, Inc. manages over $3.5 billion in assets.

Next Financial Group, Inc.

11740 KATY FREEWAY

HOUSTON, TX 77079

$3.52B

Assets Under Management

5,776

Total Clients

348

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

pension consulting services

Guidance on pension options to ensure a secure financial future.

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

A percentage of the total value of assets under management is charged.

other

Seminar/workshop attendance fees

Advisors at Next Financial Group, Inc.

View All 348 Advisors

Ethan Alexander william Quirin

Malvern, PA

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George Carlisle Cheatham

COLUMBIA, KY

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Douglas John Faust

EDEN PRAIRIE, MN

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Edward David Dipietro

GILBERTSVILLE, PA

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James Patrick Richardson

BARNWELL, SC

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James Anthony Delaney

HOUSTON, TX

View Profile

Earl Eugene Newsome

CFP®, CFC®, RA

SPRING, TX

View Profile

Eric John Palmer

HIAWATHA, IA

View Profile

View All 348 Advisors

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Disclosures

There are 3 public disclosures for Next Financial Group, Inc.. Review regulatory record here.

Frequently Asked Questions (8)

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Next Financial Group, Inc.

Headquartered in HOUSTON, TX

When are you planning to retire?

Are you with Next Financial Group, Inc.?

Are you a financial advisor?

Firm Information

Next Financial Group, Inc.

$3.52B

Assets Under Management

5,776

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

percentage of assets

other

Branch Locations (49)

Advisors at Next Financial Group, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (8)

Helpful Articles

When are you planning to retire?

Are you with Next Financial Group, Inc.?

Are you a financial advisor?

Helpful Articles

Next Financial Group, Inc.

Headquartered in HOUSTON, TX

When are you planning to retire?

Are you with Next Financial Group, Inc.?

Are you a financial advisor?

Firm Information

Next Financial Group, Inc.

$3.52B

Assets Under Management

5,776

Total Clients

Total Financial Advisors

Services Offered

financial planning services

pension consulting services

educational seminars & workshops

selection of other advisors

portfolio management for businesses

portfolio management for individuals

Fee Structure

fixed fees

percentage of assets

other

Branch Locations (49)

Advisors at Next Financial Group, Inc.

Find Your Ideal Financial Advisor

Disclosures

Frequently Asked Questions (8)

What is NEXT FINANCIAL GROUP, INC.?

What types of clients does NEXT FINANCIAL GROUP, INC. serve?

How much does NEXT FINANCIAL GROUP, INC. manage in assets?

What are the core services offered by NEXT FINANCIAL GROUP, INC.?

Is NEXT FINANCIAL GROUP, INC. registered with the SEC?

Does NEXT FINANCIAL GROUP, INC. participate in wrap fee programs?

What are the firm's disclosures?

Where can I find more information about NEXT FINANCIAL GROUP, INC.?

Helpful Articles

When are you planning to retire?

Are you with Next Financial Group, Inc.?

Are you a financial advisor?

Helpful Articles