Aaron Wall
Fidelis Capital · Bethesda, Maryland
Aaron Wall is a fee-only financial advisor at Fidelis Capital in Bethesda, Maryland, who holds the CFA credential. Aaron focuses on tax planning, small business owners and founders (pre-exit). Fidelis Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Fidelis Capital |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.28B across 1,228 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD · CRD 7805948 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.fideliscapital.com |
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Questions about Aaron
Is Aaron Wall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Fidelis Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Fidelis Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Aaron Wall based?
Aaron Wall is based in Bethesda, Maryland.
What does Aaron specialize in?
Aaron's specialties include tax planning, small business owners, founders (pre-exit) and family wealth transfer. Aaron works with founders, executives, ultra high net worth and multi-generational families.
What credentials does Aaron Wall hold?
Aaron Wall holds the CFA credential.
Is Aaron Wall registered with the SEC?
Yes. Aaron Wall is registered as an investment adviser representative in MD (CRD 7805948), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fidelis Capital manage?
Fidelis Capital reports $2.28B across 1,228 accounts in assets under management.
How do I contact Aaron Wall?
Through Aaron's website, www.fideliscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fidelis Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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