Samuel Tenney
Fidelis Wealth Advisors · Castle Rock, Colorado
Samuel Tenney is a fee-only financial advisor at Fidelis Wealth Advisors in Castle Rock, Colorado, who holds the CFP credential. Samuel 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 | Castle Rock, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $210.4M across 619 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CO, TX, UT · CRD 4232443 |
| Exams passed | Series 63 (2002) · Series 65 (2001) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | fidelis-wealth.com |
| Profile |
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Questions about Samuel
Is Samuel Tenney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, Fidelis Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samuel Tenney based?
Samuel Tenney is based in Castle Rock, Colorado.
What does Samuel specialize in?
Samuel's specialties include retirement planning, estate & legacy planning and small business owners. Samuel works with retirees.
What credentials does Samuel Tenney hold?
Samuel Tenney holds the CFP credential.
Is Samuel Tenney registered with the SEC?
Yes. Samuel Tenney is registered as an investment adviser representative in AZ, CO, TX and UT (CRD 4232443), 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 Samuel Tenney?
Through Samuel'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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