PHELPS FINANCIAL ADVISORS

PHELPS FINANCIAL ADVISORS of STATE COLLEGE, PA is an SEC-registered investment adviser (CRD 158682).

Registration

• CRD: 158682
• Type: Registered investment adviser
• Location: 925 W COLLEGE AVE, STATE COLLEGE, PA, 16801
• Phone: 814-380-0651
• Latest filing: 2026-07-27
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158682 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search