Seth Layton is a registered investment advisor at Next Phase Advisors, based in Cullman, AL, with 2 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 143 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
1120 2nd Ave Sw, Cullman, AL, 35055
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Seth is an agent at Nolen Financial Group LLC, an insurance brokerage, making recommendations on life insurance and fixed annuity products since September 2024. This takes about half of Seth's time.
Employment History
Current Registrations
Next Phase Advisors
Previous Registrations
Freedom Financial Coaching, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.