Richard Simonetti
Fidelis Capital · Tampa, Florida
Richard Simonetti is a fee-only financial advisor at Fidelis Capital in Tampa, Florida. Richard 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 | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.28B across 1,228 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 3069425 |
| Exams passed | Series 63 (1998) · Series 65 (1998) · Series 66 (2013) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.fideliscapital.com |
| Profile |
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Questions about Richard
Is Richard Simonetti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?
Richard's firm, Fidelis Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Simonetti based?
Richard Simonetti is based in Tampa, Florida.
What does Richard specialize in?
Richard's specialties include tax planning, small business owners, founders (pre-exit) and family wealth transfer. Richard works with founders, executives, ultra high net worth and multi-generational families.
Is Richard Simonetti registered with the SEC?
Yes. Richard Simonetti is registered as an investment adviser representative in FL and TX (CRD 3069425), 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 Richard Simonetti?
Through Richard'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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