Phelps Financial Advisors is a registered investment advisor offering comprehensive financial planning and investment portfolio analysis. Operated by Certified Financial Planner professional Nicholas H. Phelps, the firm focuses on retirement planning, tax and estate planning considerations, risk management, and cash flow analysis. Phelps Financial Advisors does not manage money directly or make trades for clients, but instead provides personalized recommendations and strategic asset allocation strategies that clients can implement independently. The firm operates on a fee-only basis, charging solely through hourly rates or fixed fees without accepting commissions or third-party compensation.
Assets Under ManagementN/A
Clients22
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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
One-Time Plan:$1,200 - $3,600
Hourly Rate:$200/hr
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