Fidelis Wealth Advisors
Fidelis Wealth Advisors (CRD# 292551) is a financial advisory firm headquartered in Castle Rock, CO. They manage $192,939,245 in 1,005 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management193MILLION
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Total Number of Accounts1,005ACCOUNTS
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Average Account Value$191,979
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, ID, MO, NC, NE, NV, SC, TX, UT, WY
Lorie Jones (CRD# 6496668) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 8 years of experience in the finance industry.
Samuel Tenney (CRD# 4232443) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 22 years of experience in the finance industry.
Jeffrey Bullock (CRD# 5950056) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has over 12 years of experience in the finance industry.
Rilee Erickson (CRD# 6853641) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Castle Rock, CO and has 1 year of experience in the finance industry.
Travis Wall (CRD# 7838433) is an Investment Advisor Representative working at Fidelis Wealth Advisors in Chandler, TX and has 1 year of experience in the finance industry.