Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
2 years
Location
Big Piney, WY
Fidelis Wealth Advisors
Team
Rilee Erickson is a financial advisor at Fidelis Wealth Advisors with two years of industry experience. He holds a Series 65 credential and has worked at Fidelis Wealth Advisors since 2023. His career background includes roles at Belay Solutions, Wyoming Bail Bonds, Farm Bureau, and Wyoming Wireless. Outside of advising, Erickson is a licensed insurance agent and an active public notary in Wyoming. Fidelis Wealth Advisors serves individuals, including high-net-worth clients, pension and profit-sharing plans, employer-sponsored retirement plans, trusts, estates, charitable organizations, and corporations. The firm employs an asset-allocation driven investment process that integrates modern portfolio theory and various analytical approaches, managing roughly $210 million in client assets through both discretionary and non-discretionary portfolio management.
Based on Fidelis Wealth Advisors
Based on Fidelis Wealth Advisors
Financial planning services generally $2,500 to $3,000 for comprehensive plans; fees may be higher (up to $25,000) for more complex plans; estate planning platform access fee up to $1,000; fees negotiable
Up to 1.50% annually (maximum fee, actual fees may be negotiated and vary)
Certain associated persons are registered representatives and licensed insurance agents who receive commissions and fees from securities and insurance products.
Consulting services charged on hourly basis ranging from $150 to $300 per hour
Account minimum: $250,000 (minimum can be waived at the sole discretion of the Firm) Minimum fee: Minimum fee of $1,200 per year ($300 per quarter)
Big Piney, WY
Big Piney WY
Advisors at this office
1
Colorado · Wyoming
2 years of industry experience
Fidelis Wealth Advisors
2023 - Present • 3 years
Castle Rock, CO
Belay Solutions
2022 - 2023 • 1 year
Big Piney, WY
Wyoming Bail Bonds
2020 - Present • 6 years
Big Piney, WY
Farm Bureau
2017 - 2021 • 4 years
Big Piney, WY
Wyoming Wireless
2016 - 2017 • 1 year
Pinedale, WY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")