Travis Wall
Fidelis Wealth Advisors · Castle Rock, Colorado
Travis Wall is a fee-only financial advisor at Fidelis Wealth Advisors in Castle Rock, Colorado. Travis 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 Travis →
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, TX · CRD 7838433 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | fidelis-wealth.com |
| Profile |
Request an introduction to Travis
Tell Travis a little about what you're looking for. Travis 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 Travis
Is Travis Wall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis 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 Travis charge for financial advice?
Travis's firm, Fidelis Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Travis Wall based?
Travis Wall is based in Castle Rock, Colorado.
What does Travis specialize in?
Travis's specialties include retirement planning, estate & legacy planning and small business owners. Travis works with retirees.
Is Travis Wall registered with the SEC?
Yes. Travis Wall is registered as an investment adviser representative in CO and TX (CRD 7838433), 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 Travis Wall?
Through Travis'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.