PHELPS FINANCIAL ADVISORS

Overview

Phelps Financial Advisors operates as a sole proprietorship and is classified as an independent registered investment adviser serving individual and family clients. The firm's stated advisory activity centers on financial planning services delivered under hourly and fixed-fee arrangements rather than a traditional assets-under-management fee model. The practice does not identify as a capital allocator and is not positioned as a multi-state or pension consultant adviser. The firm does not list active ESG investing as part of its approach. Given its structure and fee schedule, the business appears oriented toward advice and planning engagements rather than portfolio management at scale. Investment activity noted for the firm emphasizes use of third-party pooled products and corporate credit exposure rather than direct in-house securities trading or complex proprietary strategies.

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Investments & Alternatives

Location & Offices