Phelps Financial Advisors

Overview

Phelps Financial Advisors is organized as a sole proprietorship and operates as an independent registered investment adviser focused on individual and family clients. The firm delivers financial planning services on a fee-for-service basis, primarily charging hourly or fixed fees rather than assets-under-management fees. It does not position itself as a capital allocator, does not identify as an active ESG investor, and is not described as a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices