A complete list of active advisors currently associated with Fideleon Wealth Advisors LLC

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

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.

To learn more about the advisors currently working at Fideleon Wealth Advisors LLC, 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.