New Phase Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Phase Financial provides comprehensive financial planning to individual and couple clients, delivering written or electronic plans that address retirement, tax, estate, insurance, college savings, employee benefits, and business planning. The firm does not provide discretionary investment management, reports no assets under management, and does not accept custody of client funds.
When investment analysis is requested, the firm employs Modern Portfolio Theory along with fundamental and cyclical analysis and may recommend passive, active, or blended strategies and specific investment vehicles. Recommendations are intended for client implementation through a custodian of the client’s choosing; plans are delivered at the end of an engagement and ongoing reviews occur only if the client requests a new engagement.
Compared with many firms in its category, New Phase relies on fixed-fee and hourly engagements rather than charging percentage-of-AUM fees, and it operates on a fee-only basis without accepting third‑party compensation. The firm is a sole proprietorship founded in 2021, discloses membership in planning networks that emphasize client-focused planning, and notes a business-continuity approach that depends on the principal without an established succession agreement.
Client services
Expertise
Fee options
Fixed fees ranging from $900 to $5,900 and above depending on complexity, negotiable
Hourly rates between $190 and $240 per hour, negotiable
Fee-only: Fixed fees ranging from $900 to $5,900 and above depending on complexity, negotiable; hourly fees between $190 and $240 per hour, negotiable
Main office
San Diego CA
Advisors at this office
1
Most active in
California
Also doing business as
Bartels, Robert Hans · New Phase Financial · Next Phase Financial · Robert H. Bartels D/B/A New Phase Financial · Robert H. Bartels D/B/A Next Phase Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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