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John Michael Phelps

THE RELAXING RETIREMENT COACH, INC.·WELLESLEY, Massachusetts
Unclaimed Profile
WELLESLEY OFFICE PARK, WELLESLEY, MA 02481CRD# 1963933Firm CRD# 129805
01

About

John Michael Phelps is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with THE RELAXING RETIREMENT COACH, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE RELAXING RETIREMENT COACH, INC.
THE RELAXING RETIREMENT COACH, INC.
AUM
$462M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at THE RELAXING RETIREMENT COACH, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1963933
Firm CRD# 129805
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Michael Phelps offer?
John Michael Phelps specializes in Financial Planning, Investment Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are John Michael Phelps's credentials?
John Michael Phelps is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Phelps located?
John Michael Phelps is based in WELLESLEY, Massachusetts, working with THE RELAXING RETIREMENT COACH, INC.. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does John Michael Phelps charge for services?
John Michael Phelps's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE RELAXING RETIREMENT COACH, INC.?
THE RELAXING RETIREMENT COACH, INC. has approximately 7 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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