Next Financial Group

Financial Advisor in Toms River, NJ

Firm Info
Address: 748 Nebraska Ave, Toms River, NJ 08753, USA
Phone: (732) 831-1749

Firm Size
Assets Under Management: $3.1 billion
# of Advisors: 399
# of Clients: 15,664
Client to Advisor Ratio: 39:1
Average Account Size: $198,572
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

Get Connected with a Financial Advisor

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Next Financial Group, Inc. Overview

Next Financial Group, Inc. is an established registered investment advisory firm located in Houston, TX. Since 1999, the firm has been providing investment advice to a diverse range of clients, including individuals, small businesses and institutional clients. As a fee-based firm, Next Financial Group charges a fee for its services, rather than receiving commissions from product sales. In addition to being a registered broker-dealer, Next Financial Group is also an insurance broker and agent. This allows the firm to provide a range of services to its clients, including financial planning and portfolio management. The firm is well-known for its expertise in selection of other advisors, which can be an important factor in creating a well-rounded investment portfolio. Next Financial Group places a strong emphasis on education and regularly hosts seminars and workshops for its clients. This commitment to education is reflective of the firm's philosophy of creating informed investors who are capable of making informed financial decisions. Overall, Next Financial Group, Inc. is a well-respected firm that is known for its commitment to providing high-quality investment advice and services.

NEXT FINANCIAL GROUP, INC. caters to a diverse range of clients seeking financial advisory services. The firm serves individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. The firm's goal is to help clients with their financial concerns and achieve their financial goals. Their services are not limited to one particular client demographic and they make sure to provide personalized financial guidance that would best fit their clients' needs. NEXT FINANCIAL GROUP, INC. provides a variety of fee structures to accommodate their clients' budget and the service level they require. The firm offers a percentage of assets under management (AUM), where clients are charged a percentage of their investment portfolio's total value. They also offer hourly fees, which are charged on an hourly basis for services provided. Fixed fees are also available, which means clients will be charged a fixed fee based on the service provided. Other types of fees are available which can be discussed with NEXT FINANCIAL GROUP, INC. to understand which fee structure is best suited for the client's needs. The firm wants to ensure that each client has flexibility in choosing what works best for them, and are transparent in their recommendations and pricing.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for NEXT FINANCIAL GROUP, INC. states that the minimum initial account size for both the Visionary Program and VAMPP is $25,000. However, it is noted that the minimum account size for these programs can be waived at NEXT's discretion. Third-party money managers and advisory programs have varying minimum investment amounts by program. There is no minimum asset amount required for Investment Fiduciary & Retirement Plan Consulting, Plan Participant Advice Services, or Consulting Services. The NEXT Select program options have initial minimum account sizes listed, but these can also be waived at NEXT's discretion. In the SMP, the SMA Manager may require a higher minimum, which will apply. The minimum account size for each model style in the Multi-Manager Program is determined by the Model Provider.

How This Office Can Help Toms River, NJ Residents

Next Financial Group is a trusted financial services company that caters to the specific needs of clients living in Toms River, NJ. They offer personalized services that help clients achieve their financial goals. For instance, they assist clients in Toms River, NJ to overcome various financial situations by offering a range of financial products and services that are tailored to meet their needs. Some of the specific financial situations that someone living in Toms River, NJ might face include retirement planning, estate planning, tax planning, and investment planning. Next Financial Group offers a range of services that can help clients deal with these situations effectively. They also provide expert advice to clients on how to handle their finances, reduce debt, manage their taxes, and grow their investments. Additionally, they offer financial planning and wealth management services to help clients build and preserve their wealth over time. Overall, Next Financial Group's commitment to personalized service, expertise, and quality services makes them a reliable financial partner for clients in Toms River, NJ.

To view the Minimum Investment and Fee Schedule for Next Financial Group, Inc., visit their Part 2 Brochure.

Services Offered by Next Financial Group, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Next Financial Group, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 748 Nebraska Ave, Toms River, NJ 08753, USA
Phone (732) 831-1749
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 2500 WILCREST, SUITE 620, HOUSTON, TX 77042, United States

This firm has no other locations.

State Registrations

Next Financial Group, Inc. is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Next Financial Group, Inc. does not have any disclosures. Please visit it's Form ADV for more details.