A complete list of active advisors currently associated with Phelps Financial Advisors

Warmer can help you find a great advisor at Phelps Financial Advisors or one who fits your needs even better.

Phelps Financial Advisors provides fee-only financial planning and investment advice to individuals and families, including high-net-worth clients and small business owners. Services described in the brochure include comprehensive planning across retirement and retirement-income planning, tax and estate planning coordination, risk-management reviews, college funding, cash-flow analysis, and portfolio analysis. The firm’s investment approach emphasizes strategic asset allocation and a long-term, buy-and-hold posture, using fundamental analysis and frequent recommendations of no-load, low-cost mutual funds and ETFs when appropriate. It offers portfolio analysis and periodic reviews but does not provide ongoing portfolio management, discretionary authority, custody of client assets, or charge percentage-of-assets-under-management fees; implementation is carried out by clients through their chosen brokers. What is noteworthy for a firm of this size is its purely fee-only engagement model using hourly and fixed/retainer arrangements rather than AUM-based billing, together with an explicit policy against receiving commissions or third-party compensation. Despite operating as a small, independent practice with a limited client roster, the firm documents the use of planning software for retirement modeling, individualized plan reports, and coordination with outside tax and legal professionals as part of its advisory process.

To learn more about the advisors currently working at Phelps Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nicholas Phelps	State College, PA	1

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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.

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