FIDELIS iM

FIDELIS iM at a glance

• One of 191 fee-only firms based in Oregon in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 3 employees and 246 individual clients, 63 of them high net worth.
• Its average account is about $514,000 (assets it manages divided by its 596 accounts).

Fee-only advisors in Oregon · What fee-only advisors charge in Oregon

Facts

FIDELIS iM fees

FIDELIS iM doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Keegan Denn

  CFP