Seth Bryan Layton
Advisor at Next Phase Advisors — Cullman, AL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
3 years
Location
Cullman, AL 35055
Next Phase Advisors
Supported
Total advisors
2Clients per advisor
95 Very HighAvg AUM per client
$196,707 Very LowHNW client ratio
10% LowSeth Layton is a CFP® with three years of experience in financial advising, currently with Next Phase Advisors in Cullman, Alabama. He has previously worked at AE Wealth Management, WG Financial Group, and founded Nolen Financial Group LLC, where he acts as an insurance agent specializing in life insurance and fixed annuity products. Next Phase Advisors serves individual and high-net-worth clients as well as some corporations, providing ongoing portfolio management and standalone financial planning. The firm’s approach emphasizes quantitative analysis, long-term trading, and includes insurance products among its investment recommendations.
Financial planning fixed fees range from $2,500 to $12,000.
1.50% annually
Cullman, AL
1120 2nd Ave SW
Cullman AL 35055
Advisors at this office
2
Alabama
3 years of industry experience
AE Wealth Management, LLC
2026 - Present • 1 year
Topeka, KS
WG Financial Group
2026 - Present • 1 year
Huntsville, AL
Next Phase Advisors LLC
2024 - 2026 • 2 years
Cullman, AL
Nolen Financial Group LLC
2024 - 2026 • 2 years
Cullman, AL
Unemployed
2024 - 2024 • 1 year
Huntsville, AL
Al's Sporting Goods
2023 - 2024 • 1 year
Logan, NJ
Freedom Financial Coaching, LLC
2022 - 2023 • 1 year
Logan, UT
Utah State University
2018 - 2023 • 5 years
Logan, UT
Utah Valley University
2018 - 2020 • 2 years
Orem, UT
Shekalaka
2018 - 2018 • 1 year
Huntsville, AL
Church of Jesus Christ of the Latter-Day Saints
2015 - 2018 • 3 years
Taichung
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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