user avatar

George Frederick Phelps

Advisor at D.H. Hill Advisors, Inc. — Wayne, NE

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

51 years

Location

Wayne, NE 68787

D.H. Hill Advisors, Inc. logo

D.H. Hill Advisors, Inc.

Team

Total advisors

19

Across 14 offices

Clients per advisor

48 Typical

Avg AUM per client

$219,328 Very Low

HNW client ratio

3% Very Low

About

George Phelps is a CFP® with over 51 years of industry experience. He has been with D.H. Hill Advisors, Inc. since 2014 and also operates George Phelps Financial Consultant. D.H. Hill Advisors provides financial planning and portfolio management to individuals, employer-sponsored retirement plans, foundations, and other institutional clients. The firm offers a range of services including discretionary and non-discretionary investment management, national account servicing, and access to alternative investments, using both active and passive strategies alongside tax-management techniques.

Client services

Based on D.H. Hill Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on D.H. Hill Advisors, Inc.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving tax strategies

Occupation focus

Based on D.H. Hill Advisors, Inc.

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning may be charged as flat fees; typical minimum $500.

Percentage

$0 - $2,000,000: 1.25% (Financial Planning & Investment Management) $2,000,000 - $5,000,000: 1.00% (Financial Planning & Investment Management) $5,000,000 - $10,000,000: 0.85% (Financial Planning & Investment Management) Greater than $10,000,000+: Negotiable (Financial Planning & Investment Management) $0 - $2,000,000: 1.00% (Investment Management Only) $2,000,000 - $5,000,000: 0.85% (Investment Management Only) $5,000,000 - $10,000,000: 0.75% (Investment Management Only) Greater than $10,000,000+: Negotiable (Investment Management Only) $0 - $2,000,000: 0.50% (Financial Planning Only) $2,000,000 - $5,000,000: 0.40% (Financial Planning Only) $5,000,000 - $10,000,000: 0.30% (Financial Planning Only)

Commissions

Certain IARs may receive commissions for securities and insurance products sold through affiliated broker-dealer or insurance agency.

Project-based

Financial planning hourly rates range from $200 to $500 per hour.

Other

Minimum fee: Financial Planning minimum fee typically $500, exceptions case-by-case. Fee-only: Financial planning fees charged as flat fee, hourly ($200-$500 per hour), or percentage of assets under advisement; fees negotiated individually.

Location

See office

Wayne, NE

120 W. 3rd St.

Wayne NE 68787

Advisors at this office

1

Most active in

Nebraska

Work history

51 years of industry experience

D.H. Hill Advisors, Inc.

2014 - Present • 12 years

Humble, TX

D.H. Hill Securities, LLLP

2014 - Present • 12 years

Humble, TX

George Phelps Financial Consultant

2008 - Present • 18 years

Wayne, NE

Ameriprise

1997 - 2008 • 11 years

Wayne, NE

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brent R

Series 63, Series 66

Wayne, NE

WT Wealth Management, LLC

Brent Rankin is a financial advisor at WT Wealth Management, LLC with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc and J.P. Morgan Securities LLC. WT Wealth Management provides discretionary portfolio management, financial planning, and wealth-education services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary investment models emphasizing diversification, low fees, and behavioral bias reduction, and is notable for its affiliated professional-service entities and integrated approach to retirement plan management and insurance services.

ESG / Sustainable investing Passive / index investing
user avatar

Justin D

Series 66

Wayne, NE

Ameriprise

Justin Davis is a financial advisor with Ameriprise in Wayne, Nebraska, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a board member of the Wayne Area Economic Development Chamber and as vice-president of Wayne Community Schools. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient strategies. The firm delivers these services through a centralized consulting team, combining algorithmic automation with advisor input, and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Rodney H

Series 63, Series 66

Wayne, NE

LPL Financial

Rodney Hunke is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at LPL Financial and Elkhorn Valley Bank & Trust since 2015 and previously at Investment Centers of America, Inc. for 15 years. Hunke is also an agent for fixed annuities through United Life Insurance Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced technology tools and a broad non-advisory financial services platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Isaac D

Series 63, Series 65

Wayne, NE

Ameriprise

Isaac Deichmann is a financial advisor with Ameriprise Financial Services in Wayne, Nebraska, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Ameriprise in 2021, he spent three years at Black Cow Fat Pig. He is also involved with Bedrock Holdings, where he provides client service and administrative support as well as advisory management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Michael V

Series 66

Wayne, NE

Edward Jones

Michael Varley is a financial advisor at Edward Jones in Wayne, Nebraska, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at F&M Bank for 18 years. He serves on the board of the Wayne County Farm Bureau, a nonprofit organization focused on promoting agriculture and educating the local community about its importance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Kenneth M

Series 63, Series 66

Wayne, NE

Edward Jones

Kenneth Marra is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)