Thaddeus Phelps
Thaddeus Phelps is a CFP-designated registered investment advisor at Advance Wealth Management Service, LLC, based in Grand Rapids, MI, with 29 years of industry experience. Thaddeus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 191 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advance Wealth Management Service provides investment management through a wrap fee program where investment portfolios are actively managed for clients. Specific fee schedules for this program are detailed in the firm's separate Wrap Fee Program Brochure.
Contact
Thaddeus Phelps
Location
40 Pearl Street Nw, Suite 800, Grand Rapids, MI, 49503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Thaddeus owns commercial real estate since 2001 and Advance Accounting Service since 2014, providing tax preparation services. He also owns Advance Service Group, LLC, supporting affiliated businesses with payroll and other non-investment advisory services, and engages in fiduciary activities.
Employment History
Current Registrations
Advance Wealth Management Service, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Olde Discount CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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