A complete list of active advisors currently associated with Fidelis Wealth Advisors
Warmer can help you find a great advisor at Fidelis Wealth Advisors or one who fits your needs even better.
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, offering investment management, comprehensive financial planning, and consulting services. The firm’s five‑person advisory team manages roughly $210 million in client assets and provides both discretionary and non‑discretionary portfolio management as well as ERISA retirement‑plan advisory services. The firm’s investment process is asset‑allocation driven and draws on modern portfolio theory, fundamental and quantitative analysis, and technical/cyclical inputs, with portfolios built from equities, bonds, ETFs, cash and other funds and rebalanced periodically to client objectives and risk tolerance. Fidelis regularly uses third‑party managers and administrative/portfolio platforms (including Tamarac and an order‑management solution for held‑away accounts) to monitor, rebalance, and report on both custodial and outside employer‑sponsored accounts. Noteworthy disclosures in the brochure include the firm’s role in participant education and enrollment meetings and the offering of investment‑education seminars for retirement plans, its use of an estate‑planning technology platform (Wealth.com) for client referrals, and participation in paid lead‑generation and referral arrangements (including Zoe Financial) that are described as involving platform fees and potential conflicts of interest. The firm’s marketing disclosures also note the use of testimonials, endorsements, and references to third‑party ratings in its advertising, along with related conflict‑of‑interest disclosures.
To learn more about the advisors currently working at Fidelis Wealth Advisors, 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.
You can also browse Fidelis Wealth Advisors's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Big Piney, WY
| 2
| |
Castle Rock, CO
| 1
| |
Castle Rock, CO
| 25
| |
Mount Pleasant, SC
| 22
| |
Chandler, TX
| 2
|
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