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Greg Phelps

Partner Advisor

Designations: CFP®, AIF®, CLU®, AAMS®

  702-987-1607

  Las Vegas, NV

With over 30 years of financial sector experience, CERTIFIED FINANCIAL PLANNER ™ Greg Phelps is a partner-advisor in Allworth’s Las Vegas office. A native of Southern California, where he attended California State University San Bernardino, Greg and his family have called Las Vegas home since 2002. When asked about his approach to advising, he said, “I understand how difficult it is to entrust your financial future to an advisor, which is just one of the reasons we work hard to build and maintain confidence and communication with the people we are privileged to serve.” Married, an avid outdoorsman, and the father of twin boys, Greg’s perspective on life, work, and family were forever altered when he and his wife elected to attend the 2017 Route 91 Harvest music festival in Las Vegas, Nevada, the largest mass shooting in American history.

With over 30 years of financial sector experience, CERTIFIED FINANCIAL PLANNER ™ Greg Phelps is a partner-advisor in Allworth’s Las Vegas office. A native of Southern California, where he attended California State University San Bernardino, Greg and his family have called Las Vegas home since 2002. When asked about his approach to advising, he said, “I understand how difficult it is to entrust your financial future to an advisor, which is just one of the reasons we work hard to build and maintain confidence and communication with the people we are privileged to serve.” Married, an avid outdoorsman, and the father of twin boys, Greg’s perspective on life, work, and family were forever altered when he and his wife elected to attend the 2017 Route 91 Harvest music festival in Las Vegas, Nevada, the largest mass shooting in American history.

“The personal interaction with people who genuinely need financial guidance and help is why I enjoy what I do. I’ve always said the relationship between financial planner and client is second only to faith, close family, and friends, and I enjoy helping people reach their life goals, which take both money and planning to achieve.”

- Greg Phelps, Allworth Partner Advisor

More About Greg:

  • Greg has twin boys who both attend Boise State University. 
  • He has been married for 21 years and loves to boat, fish, mountain bike, and generally be outdoors when he can. 
  • After sending his boys off to college, he learned how to cook. He makes and cans his own salsas, smokes meat, and makes a wicked good chili colorado.
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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better. Because you—and your money—deserve better.

We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $19 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.