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- Custodian
- Altruist · Regions Bank · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2024
- Office Locations
- 1
Office Locations
About Next Phase Advisors
Next Phase Advisors is an independent, Alabama-registered RIA focused on holistic retirement planning for individuals nearing or in retirement. Services include retirement income and tax-efficient strategies, IRA/401(k) rollovers, legacy and asset-protection planning, and ongoing wealth management, alongside fixed insurance/annuity solutions. Led by Jeremiah Nolen (CRPC, NSSA), with custody options including Altruist.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEREMIAH KEITH NOLEN
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #5348075
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SETH BRYAN LAYTON
--
- CRD
- #7550971
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,177,625 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,177,625 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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