Samuel Tenney is a CFP-designated registered investment advisor at Fidelis Wealth Advisors, based in Castle Rock, CO, with 25 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 332 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fidelis Wealth Advisors charges a percentage of your portfolio's value for investment management services. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The fee is calculated quarterly in advance, though some contracts charge at the end of the quarter. The specific fee is outlined in your Investment Advisory Agreement, with a maximum fee of 1.50%. A minimum annual fee of $1,200 ($300/quarter) applies. Fees may be negotiable based on account size and complexity. Clients using the Zoe platform will pay an additional 0.15% platform fee.
Location
20 N Wilcox Street, Suite 106, Castle Rock, CO, 80104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel sells various insurance products, including life, health, disability, long-term care, fixed annuities, and property & casualty insurance, dedicating a few hours per week to this activity. He also manages Fidelis Wealth Advisors, spending about half his time on financial planning and investing, and manages a commercial rental property, dedicating minimal time.
Employment History
Current Registrations
Fidelis Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwest Asset Management
LPL Financial LLCBroker
Gallacher Capital Management, LLC
Mutual Service CorporationBroker
Wma Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.