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Thaddeus Phelps (CFP®, ChFC®)

Thaddeus Phelps focuses in the
following client markets or areas of practice:

  • AUM
  • Estate & Generational Planning Issues
  • Tax Planning

NAPFA Start Date

April 02, 2021

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

2960 Lucerne Dr SE Grand Rapids, MI 49546-7183 Phone: (616) 425-7520
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Other Offices

308 East Huron Avenue Bad Axe, MI 48413 Phone: (989) 269-8145
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