Fideleon Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fideleon Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, estates, and small businesses, including ongoing portfolio management for individual clients as well as separate planning engagements. The firm also offers targeted services for business owners, prospective business buyers, and real estate investors, and it can manage accounts on either a discretionary or non-discretionary basis.
The firm tailors advice to each client’s objectives, risk tolerance, time horizon, and liquidity needs, using asset allocation, fundamental analysis, risk/return correlation analysis, manager due diligence, and periodic rebalancing. Financial planning is offered both as one‑time fixed‑fee projects and as ongoing subscription arrangements, with planning work that may be billed monthly, quarterly, or as negotiated.
Noteworthy features in the brochure include a blended asset‑based fee schedule for portfolio management alongside explicit fixed and subscription planning fees and tiered planning pricing, and disclosure that some supervised persons are licensed insurance agents who may receive insurance‑related compensation. The filing is an initial Form ADV (reporting $0 regulatory assets under management) and emphasizes business valuation and real‑estate investor advisory analyses while stating the firm does not participate in wrap‑fee programs or charge performance‑based fees.
Client services
Expertise
Occupation focus
Fee options
Financial Planning Services from $2,500 to over $7,500; Business Advisory from $380 to $10,000+; Real Estate Advisory $750 to $5,000
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Ongoing advisory subscription fees for Business Owner and Real Estate Investor Advisory Services range from $500 to $2,000+ per month
Account minimum: $500,000 Minimum fee: Minimum annual advisory fee of $5,000 may apply if assets under $500,000
Main office
Saint Augustine FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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