GP
CFP

George Frederick Phelps

50 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
736 clients
Average Client Portfolio
$267K average
Assets Under Management
$196.9M

Fee Structure

Minimum Investment:None

D.H. Hill offers two wrap programs, Connect and Select, each with its own fee schedule. The annual cost is negotiated with each client and depends on factors like services performed, wealth counseling needs, investable assets, and time spent servicing the client. The total fee charged will not exceed 3.00% of the portfolio value annually. Certain custodians charge a minimum annual Asset Based Pricing Fee. Sub-Manager costs in the D.H. Hill Select Program range from 0% to 1% of assets under management. Investment management costs are payable monthly or quarterly.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

120 W. 3rd St., Wayne, NE, 68787

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

George is a financial consultant and owner of a financial consulting business, dedicating about half of his time. He also spends about 10-20% of his time working with D.H. Hill Advisors, Inc.

Employment History
Current Registrations
D.H. Hill Advisors, INC.
March 2015 - Present · 10 yrs 10 mos
D.H. Hill Securities, LllpBroker
October 2014 - Present · 11 yrs 3 mos
D.H. Hill Securities, Lllp
October 2014 - Present · 11 yrs 3 mos
Previous Registrations
Monticello Investment Services, INC.
August 2014 - October 2014 · 2 mos
Midamerica Financial Services, INC.Broker
February 2010 - October 2014 · 4 yrs 8 mos
Ameriprise Financial Services, INC.
December 1997 - July 2008 · 10 yrs 7 mos
Ameriprise Financial Services, INC. Broker
July 1973 - July 2008 · 35 yrs
Ids Life Insurance CompanyBroker
July 1973 - July 2006 · 33 yrs
Ids Financial Services INC.Broker
July 1973 - December 1986 · 13 yrs 5 mos
State Registrations3 states
NDNESD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
George Frederick Phelps - Financial Advisor | AdvisorDiscover