TrueAdvisor
TrueAdvisor
TW
TW

Travis L Wall

Fidelis Wealth Advisors
2 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingEducation PlanningHigh Net Worth
Fidelis Wealth Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
332 clients
Average Client Portfolio
$763K average
Assets Under Management
$253.2M

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$1,200

Location

20 N Wilcox Street, Suite 106, Castle Rock, CO, 80104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fidelis Wealth Advisors
December 2023 - Present · 2 yrs 2 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.