Nicholas Phelps | Financial Advisor - Nerdwallet
Nicholas Phelps

Nicholas Phelps

CFP®
  • About Nicholas
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Financial Planner at Phelps Financial Advisors
Address
925 West College Ave
State College PA, 16801
Phone
(814) 933-0334
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About Nicholas

I am a fee-only planner who specializes in comprehensive financial plans.

I am a fee-only planner registered as an investment adviser in Pennsylvania. My business is focused on creating comprehensive plans, preparing for retirement, and making asset allocation recommendations.

Education

  • Bachelors of Science, Economics, Penn State Univ

Certifications

Registrations
Designations
?

Typical Clients & Fee Structure

Typical Clients

People near retirement
Public Employees

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.