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FIDELIS WEALTH ADVISORS
20 N Wilcox Street
Suite 106
Castle Rock, Colorado 80104
Tel: 303-800-4683
About FIDELIS WEALTH ADVISORS
FIDELIS WEALTH ADVISORS, formally registered with the SEC as FIDELIS WEALTH ADVISORS. The firm was established in 10/22/2021. They have over 2 offices throughout the country.
FIDELIS WEALTH ADVISORS is a Castle Rock, Colorado based Financial Planning firm with nearly $192,939,245 assets under management, offering retirement planning & investment advisory services to 1005 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292551 |
| SEC# | 801-122530 |
| Assets Managed by Firm | $192,939,245 |
| No. of Clients | 1005 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1005 | $192,939,245 |
| Individuals (other than high net worth individuals) | 224 | $71,631,580 |
| High net worth individuals | 43 | $90,653,715 |
| Pension and profit sharing plans | 20 | $30,653,950 |
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