A complete list of active advisors currently associated with Next Level Accounting, LLC

Warmer can help you find a great advisor at Next Level Accounting, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Next Level Accounting, LLC, 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.