Advisor at Phelps Financial Advisors
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Firm
Phelps Financial Advisors
Location
State College, PA 16801
Credentials
CFP®, Series 63
Industry experience
1 year
Nicholas Phelps is a CFP®-certified financial advisor at Phelps Financial Advisors with 15 years of industry experience. He has operated his independent advisory firm since 2011, serving clients from State College, PA. Phelps Financial Advisors provides comprehensive, fee-only financial planning to individuals and families, including high-net-worth clients and small business owners. The firm emphasizes fundamental analysis and strategic asset allocation with a long-term, buy-and-hold approach, focusing on low-cost mutual funds and ETFs, and uses an hourly, fixed-fee, or retainer billing model without asset-based fees or commissions.
Based on Phelps Financial Advisors
Fixed or retainer fees ranging from $1,200 to $3,600 depending on complexity and client needs.
$175 per hour
Fee-only: Hourly fees at $175/hour; fixed fees range from $1,200 to $3,600 depending on client circumstances.
925 W College Ave
State College, PA 16801
Pennsylvania
Phelps Financial Advisors
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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