Nicholas Phelps is a CFP-designated registered investment advisor at Phelps Financial Advisors, based in State College, PA, with 1 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 26 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Phelps Financial Advisors does not offer ongoing asset management. However, as part of the financial planning service, Phelps Financial Advisors will review your investments and make recommendations. This service is offered on an hourly basis or as part of a fixed-fee financial planning engagement.
Location
925 W College Ave, State College, PA, 16801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Phelps Financial Advisors
State Registrations1 state
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