A complete list of active advisors currently associated with Fidela Wealth

Warmer can help you find a great advisor at Fidela Wealth or one who fits your needs even better.

Fidela Wealth is an independent, single-advisor registered investment adviser managing about $54 million for roughly 56 clients. The firm provides fee-based investment management, comprehensive financial planning, and financial consultation to individuals and high-net-worth clients as well as qualified retirement plans, trusts, estates, charitable organizations, and business entities. The adviser pursues a tactical allocation approach intended to reduce risk and seek improved performance, using exchange-listed securities, ETFs, CDs, municipal and U.S. government securities, and occasional stock selections or cash positions for hedging. Accounts are managed on a discretionary or non‑discretionary basis, and the firm may use third‑party managed-account platforms (including Betterment) and technology tools (such as 55ip) for trading, rebalancing, and tax-transition while retaining portfolio oversight. Distinctive features include ongoing work with pension and profit‑sharing plans and institutional clients — the firm can serve as an ERISA Section 3(21) investment advice fiduciary or as a Section 3(38) investment manager for retirement plans. The firm also offers business-focused financial consultation under a fixed annual fee arrangement and an incentive where the first $500,000 of a business owner’s account may be managed without an investment management fee; it discloses inclusion of commission-free annuity assets in fee calculations while stating it does not accept insurance commissions for those products.

To learn more about the advisors currently working at Fidela Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.