Rilee Erickson
Fidelis Wealth Advisors · Big Piney, Wyoming
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Fidelis Wealth Advisors |
|---|---|
| Based in | Big Piney, Wyoming |
| 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, WY · CRD 6853641 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | fidelis-wealth.com |
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Questions about Rilee
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.
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.
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