PlannerFees

Fidelis Im fees and pricing

Financial planner in Medford, Oregon. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 16, 2026, Fidelis Im charges an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$3,000/yr
“A minimum annual fee of $3,000 applies to qualified plans, SIMPLE IRAs, and SEP IRAs.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fidelis Im bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Our investment management and financial planning fees are charged and payable quarterly in arrears.”
  • “For new and terminating client accounts, the investment management fee payment is a prorated calculation.”
  • “We will automatically withdraw our investment management fee from each client’s account unless the client wishes to be billed directly.”

How Fidelis Im’s fees compare

  • Its annual fee of $3,000 is below the Oregon median of $7,750. 12% of the 33 other Oregon planners that publish an annual fee charge less.

About Fidelis Im

“We provide our clients with investment management, financial planning, and retirement planning services, managing accounts on a discretionary basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2012 (14 years).

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$3,000 minimum fee (stated in brochure)
Clients
246
Employees
3
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$306,143,151
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
162985
Website
fidelisim.com (opens in new tab)
Phone
(541) 770-1311

Can advise clients in 3 states: California, Nebraska, Oregon

Other planners in Medford that publish fees

Compare all 227 planners in Oregon

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.