Thaddeus Phelps
Advance Wealth Management Service · Grand Rapids, Michigan
Thaddeus Phelps is a fee-only financial advisor at Advance Wealth Management Service in Grand Rapids, Michigan, who holds the CFP and ChFC credentials. Advance Wealth Management Service reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Advance Wealth Management Service |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $88.5M across 587 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MI · CRD 2859949 |
| Exams passed | Series 63 (1997) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Thaddeus's firm compares
- Advance Wealth Management Service's average account is about $151,000, from its Form ADV (assets managed divided by 587 accounts).
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Questions about Thaddeus
Is Thaddeus Phelps a fee-only financial advisor?
Yes. Thaddeus Phelps is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Thaddeus's firm.
How does Thaddeus charge for financial advice?
Thaddeus's firm, Advance Wealth Management Service, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thaddeus Phelps based?
Thaddeus Phelps is based in Grand Rapids, Michigan.
What credentials does Thaddeus Phelps hold?
Thaddeus Phelps holds the CFP and ChFC credentials.
Is Thaddeus Phelps registered with the SEC?
Yes. Thaddeus Phelps is registered as an investment adviser representative in MI (CRD 2859949), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Advance Wealth Management Service manage?
Advance Wealth Management Service reports $88.5M across 587 accounts in assets under management.
How do I contact Thaddeus Phelps?
Contact details aren't on file yet. Search for Advance Wealth Management Service.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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