Phelps Financial Advisors, led by Nicholas H. Phelps, is a fee-only financial planning firm. Phelps Financial Advisors offers comprehensive financial planning services covering areas like risk management, college funding, retirement planning, tax and estate planning, and cash flow analysis. Phelps Financial Advisors reviews client investments to ensure they align with their goals and provides investment recommendations based on strategic asset allocation using low-cost mutual funds and ETFs. Phelps Financial Advisors does not manage assets or take custody of client funds.
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.