Nicole Phelan
Concierge Financial Advisor · Parrish, Florida
Nicole Phelan is a fee-only financial advisor at Concierge Financial Advisor in Parrish, Florida. Nicole focuses on small business owners. Concierge Financial Advisor reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Concierge Financial Advisor |
|---|---|
| Based in | Parrish, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Languages | Spanish, French |
| Assets under management | $40.4M across 26 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 7369342 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.cfadvisor.com |
How Nicole's firm compares
- Concierge Financial Advisor's average account is about $1.6 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Nicole
Is Nicole Phelan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and Concierge Financial Advisor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicole charge for financial advice?
Nicole's firm, Concierge Financial Advisor, reports charging a percentage of assets on its SEC Form ADV.
What languages does Nicole work in?
Besides English, Concierge Financial Advisor offers service in Spanish and French, according to its website.
Where is Nicole Phelan based?
Nicole Phelan is based in Parrish, Florida.
What does Nicole specialize in?
Nicole's specialties include small business owners. Nicole works with ultra high net worth.
Is Nicole Phelan registered with the SEC?
Yes. Nicole Phelan is registered as an investment adviser representative in FL and TX (CRD 7369342), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concierge Financial Advisor manage?
Concierge Financial Advisor reports $40.4M across 26 accounts in assets under management.
How do I contact Nicole Phelan?
Through Nicole's website, www.cfadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Concierge Financial Advisor website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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