A complete list of active advisors currently associated with Fidelis IM

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

FIDELIS iM provides discretionary investment management, financial planning, and retirement plan services to individuals, trusts, estates, endowments, institutions, and employer-sponsored plans. The firm manages internally developed model portfolios and also administers defined contribution and defined benefit plans, and it offers occasional educational workshops for clients and plan participants. The firm follows a passive, strategic asset-allocation approach that emphasizes low-cost ETFs and index mutual funds to build globally diversified portfolios, and it uses Morningstar tools to research and monitor its optimized allocations. FIDELIS iM generally avoids new investments in individual equities and actively managed funds, operates under discretionary trading authority, and requires client accounts to be custodied at Schwab Advisor Services or Broadridge/Matrix. Compared with many supported firms, FIDELIS iM is notable for the scale of assets and client relationships per adviser: the brochure shows roughly $306 million in discretionary AUM managed by a single adviser across about 246 client relationships, which is uncommon among peers. The firm also discloses hypothetical model performance and presents performance results in its materials—practices that are relatively rare among similar supported advisors.

To learn more about the advisors currently working at Fidelis IM, 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.

Name	Location	Years of experience
Keegan Denn	Medford, OR	16

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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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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