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- Custodian
- American Funds · Capital Group · SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2021
- Office Locations
- 1
Office Locations
About Next Step Financial Transitions
Next Step Financial Transitions is a fee-only, CFP-led firm in Cypress, TX offering flat-fee, subscription financial planning with no account minimums. The team supports individuals and families navigating life transitions—from newlyweds and first-time homebuyers to retirement, widowhood and divorce—pairing personalized planning with portfolio guidance. Investment management is implemented via a third-party manager and custodian.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
FLAXON LANCE ELROD
Chief Compliance Officer, Owner, President
- CRD
- #5818345
- Ownership
- 50% but less than 75%
TESSA MORGAN ELROD
Certified Financial Planner, Owner, VICE PRESIDENT
- CRD
- #5608539
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,370,867 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,370,867 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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