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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 22 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly planning — $200 per hour for specific financial questions, portfolio reviews, or consulting
- Fixed-fee financial planning — $1,200 to $3,600 depending on the complexity of your situation and the scope of planning goals, covering retirement planning, insurance reviews, tax considerations, and investment analysis
Location
925 W College Ave, State College, PA, 16801
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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.
Learn about disclosures →Employment History
Current Registrations
Phelps Financial Advisors
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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