PlannerFees

Fidelis Wealth Advisors fees and pricing

Financial planner in Castle Rock, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Fidelis Wealth Advisors charges $150⁠-⁠$300 an hour, a flat or project fee of $2,500⁠-⁠$3,000, a quarterly fee of $300, and an annual fee of $1,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$300/hr
“Fees for consulting services are based on an hourly rate of between $150 and $300 per hour.”
Flat or project fee
$2,500⁠-⁠$3,000
“Fees for financial planning services are generally charged $2,500 - $3,000 for a comprehensive financial plan.”
Quarterly fee
$300/qtr
“A minimum fee of $1,200 a year or $300 a quarter will be assessed on accounts.”
Annual fee
$1,200/yr

From the same sentence as above.

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

How Fidelis Wealth Advisors bills

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

  • “Fidelis Wealth Advisors’ investment management fees are generally calculated and payable quarterly in advance based on the value as of the last business day of the prior quarter, with payment due within 10 days from the date of the invoice.”
  • “Some contracts charge in arrears, that is, at the end of the billing cycle as of the last day of the quarter.”
  • “In cases where there are partial periods at the commencement or termination of our agreement, fees will be billed or refunded on a pro-rated basis based on the number of days services were provided in the quarter.”

How Fidelis Wealth Advisors’ fees compare

  • Its hourly rate of $150-$300 is below the Colorado median of $300. 22% of the 231 other Colorado planners that publish an hourly rate charge less.
  • None of the 4 other planners in Castle Rock that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$3,000 is below the Colorado median of $5,250. 25% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 1 of the 5 other planners in Castle Rock that publish a flat or project fee charge less.
  • Its annual fee of $1,200 is below the Colorado median of $7,750. 2% of the 57 other Colorado planners that publish an annual fee charge less.

About Fidelis Wealth Advisors

  • Firm size: 5 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2021 (5 years).

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
0.15% a year
Minimum
$1,200 minimum fee (stated in brochure)
Clients
191
Employees
5
Works with
Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$210,405,970
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
292551
Website
facebook.com/fidelis-wealth-advisors-518302471857933 (opens in new tab)
Phone
(303) 800-4683

Can advise clients in 11 states: Arizona, California, Colorado, Idaho, North Carolina, Nebraska, Nevada, South Carolina, Texas, Utah, Wyoming

Other planners in Castle Rock that publish fees

Compare all 10 planners in Castle Rock

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.