Next Step Financial Planning, LLC
CRD 330276SEC# 801-135177
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.
Next Step Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas James Stepansky Control | 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.
Contact & registration
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers