Next Phase Financial Planning
Next Phase Financial Planning (CRD# 322738) is a financial advisory firm headquartered in Prescott, AZ. They manage $3,594,695 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$359,470
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Next Phase Financial Planning
1
David Edmisten (CRD# 5233684) is an Investment Advisor Representative working at Next Phase Financial Planning in Prescott, AZ and has over 17 years of experience in the finance industry.
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