# Rilee Erickson

> Rilee Erickson is a fee-only financial advisor at Fidelis Wealth Advisors in Big Piney, Wyoming. Rilee 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.

Page: https://find.wellspent.co/advisors/rilee-erickson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fidelis Wealth Advisors
- **Based in:** Big Piney, Wyoming
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $210.4M across 619 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees
- **CRD:** 6853641 (https://adviserinfo.sec.gov/individual/summary/6853641)
- **SEC registration:** Investment adviser representative in CO, WY
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://fidelis-wealth.com/

## Frequently asked questions

### Is Rilee Erickson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rilee 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 Rilee charge for financial advice?

Rilee's firm, Fidelis Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rilee Erickson based?

Rilee Erickson is based in Big Piney, Wyoming.

### What does Rilee specialize in?

Rilee's specialties include retirement planning, estate & legacy planning and small business owners. Rilee works with retirees.

### Is Rilee Erickson registered with the SEC?

Yes. Rilee Erickson is registered as an investment adviser representative in CO and WY (CRD 6853641), 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 Rilee Erickson?

Through Rilee's website, fidelis-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6853641): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.fidelis-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.