A complete list of active advisors currently associated with Next Phase Advisors

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

Next Phase Advisors serves individual and high-net-worth clients as well as some corporations, offering ongoing portfolio management and standalone financial planning. The firm prepares a written Investment Policy Statement for each client and includes insurance products (including annuities) among the types of investments it may recommend. The firm’s investment work is built on quantitative analysis and a long-term trading approach, and it generally seeks discretionary trading authority while documenting client risk tolerance and objectives. NPAL requires clients to use a specific custodian (Altruist) and provides monthly account reports from the custodian; its brochure also reports its managed assets largely as non-discretionary at the time disclosed. What is distinctive about the firm is its affiliation with an insurance business: supervised persons are licensed insurance agents and may receive commissions for insurance sales, a conflict the firm discloses and says it monitors. The firm also notes several operational practices that differ from many peers — it does not aggregate client trades, does not participate in wrap programs, claims no receipt of soft-dollar benefits, and limits its investment recommendations to a defined set of securities including mutual funds, ETFs, fixed income, TIPS, equities, and insurance products.

To learn more about the advisors currently working at Next Phase Advisors, 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
Seth Layton	Cullman, AL	3
Jeremiah Nolen	Cullman, AL	12

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