Seth Layton
Advisor at Next Phase Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Next Phase Advisors
Location
Cullman, AL 35055
Credentials
Series 65
Industry experience
2 years
About
Seth Layton is a financial advisor at Next Phase Advisors in Cullman, Alabama, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Utah State University and Utah Valley University, as well as operating an insurance brokerage, Nolen Financial Group LLC, where he serves as an agent making recommendations on life insurance and fixed annuity products. Next Phase Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, focusing on mutual funds, equities, fixed income, ETFs, TIPS, and insurance products. The firm utilizes quantitative analysis and a long-term trading approach to align portfolios with clients’ goals and risk tolerance.
Fee options
Financial planning fixed fees range from $2,500 to $12,000.
1.50% annually
Location
1120 2 Nd Ave Sw
Cullman, AL 35055
Most active in
Seth L has reported serving >5 clients in these states in the last 12 months.
Alabama
Work history
Next Phase Advisors LLC
2024 - Present (2 years)
Nolen Financial Group LLC
2024 - Present (2 years)
Unemployed
2024 - 2024 (1 year)
Al's Sporting Goods
2023 - 2024 (1 year)
Freedom Financial Coaching, LLC
2022 - 2023 (1 year)
Utah State University
2020 - 2023 (3 years)
Utah Valley University
2018 - 2020 (2 years)
Shekalaka
2018 - 2018 (1 year)
Church of Jesus Christ of Latter-day Saints
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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