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George Phelps

Advisor at D.H. Hill Advisors, Inc.

Updated today

Location

Wayne, NE 68787

Credentials

CFP®, Series 63, Series 65

Industry experience

51 years

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

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

120 W. 3rd St.

Wayne, NE 68787

Most active in

Nebraska

Work history

D.H. Hill Advisors, Inc.

2014 - Present (12 years)

D.H. Hill Securities, LLLP

2014 - Present (12 years)

George Phelps Financial Consultant

2008 - Present (18 years)

Disclosures

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

Business activities & affiliations

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