Fidelis Fs, LLC

Overview

Fidelis Fs, LLC is a small, individual-owned limited liability company that mixes insurance brokerage with advisory work for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and provides financial planning and discretionary portfolio management. Its regulatory classification is unclassified in the snapshot provided; it is not positioned as a capital allocator, is not flagged as an active ESG investor, and does not report being a multi-state adviser. Operationally, the business blends insurance distribution with investment advice. The firm's insurance affiliation and stated business activities suggest annuity products and other insurance-wrapper solutions are part of its client offerings alongside traditional advisory services.

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Location & Offices