A complete list of active advisors currently associated with New Phase Financial

Warmer can help you find a great advisor at New Phase Financial or one who fits your needs even better.

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.

To learn more about the advisors currently working at New Phase Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Robert Bartels	San Diego, CA	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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