Karley Fidani
Fidelis Wealth Advisors · Castle Rock, Colorado
Karley Fidani is a fee-only financial advisor at Fidelis Wealth Advisors in Castle Rock, Colorado. Karley focuses on retirement planning, estate & legacy planning and small business owners. Fidelis Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Karley →
Specialties
Who they serve
- Retirees
Facts
| Firm | Fidelis Wealth Advisors |
|---|---|
| Based in | Castle Rock, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $210.4M across 619 accounts |
| SEC registration | Investment adviser representative in CO · CRD 7967712 |
| Exams passed | Series 65 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | fidelis-wealth.com |
Request an introduction to Karley
Tell Karley a little about what you're looking for. Karley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Karley
Is Karley Fidani a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karley holds no broker registration, and Fidelis Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karley charge for financial advice?
Karley's firm, Fidelis Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Karley Fidani based?
Karley Fidani is based in Castle Rock, Colorado.
What does Karley specialize in?
Karley's specialties include retirement planning, estate & legacy planning and small business owners. Karley works with retirees.
Is Karley Fidani registered with the SEC?
Yes. Karley Fidani is registered as an investment adviser representative in CO (CRD 7967712), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fidelis Wealth Advisors manage?
Fidelis Wealth Advisors reports $210.4M across 619 accounts in assets under management.
How do I contact Karley Fidani?
Through Karley's website, fidelis-wealth.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 Wealth Advisors 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.
See something wrong? Request a correction. Read our methodology.