Next Up Wealth Advisors, LLC's Form ADV discloses 1.25% on the first $250,000, 1.00% on the next $750,000, 0.90% on the next $1 million, and negotiable rates above $2 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #342136), Next Up Wealth Advisors, LLC is subject to fiduciary duty under federal law.
Next Up Wealth Advisors, LLC is headquartered in SCOTTSDALE, AZ.
Next Up Wealth Advisors, LLC serves 132 high-net-worth clients according to their SEC filing dated August 3, 2026. View client details ↓
According to their SEC Form ADV, Next Up Wealth Advisors, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Next Up Wealth Advisors, LLC manages $100 million in client assets according to their SEC filing dated August 3, 2026.
According to their SEC Form ADV, Next Up Wealth Advisors, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓