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Next Level Accounting, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Next Level Accounting, LLC provides investment supervisory services, investment advice, and confidential financial planning to individual clients, and also furnishes consultations on tax planning and estate planning matters. The firm currently does not manage client assets and generally bases advisory engagements on a percentage-of-assets model while offering hourly billing for planning-only or extraordinary consulting work.
The firm’s investment process relies on fundamental analysis and seeks diversification across and within asset classes using both actively managed funds and exchange-traded or passive index funds, with strategic and tactical asset allocation. Portfolio Guidelines are customized to each client’s objectives and risk tolerance, accounts are reviewed quarterly with clients, and the firm does not exercise discretionary trading authority on client accounts.
What is distinctive about the firm is that its sole owner’s primary business activity is as a Certified Public Accountant, so tax-focused advice is an explicit part of the service mix — a profile that is uncommon among investment managers. The firm also documents negotiable fee arrangements and account minimum waivers, offers hourly billing for standalone planning, and presently reports no assets under management.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
General estate planning guidance
Occupation focus
Self-Employed
Fee options
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
$250 - $300 per hour for planning and/or consulting services
Account minimum: $150,000
Main office location
Next Level Accounting, LLC
Bessemer AL, United States
Number of offices
1
Most active in
Next Level Accounting, LLC has reported serving >5 clients in these states in the last 12 months.
Alabama
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
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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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