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
3623 Crossings Drive, Suite 232, Prescott, AZ 86305
http://twitter.com/nextphasefp
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Next Phase Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
David Edmisten, financial advisor Prescott AZ
David L. Edmisten
CRD#: 5233684
3623 Crossings Drive, Suite 232, Prescott, AZ 86305

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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