Fidelis Investors is an independent wealth management firm based in Dallas, Texas. The company operates on a fee-only basis, emphasizing its commitment to providing unbiased advice and customized financial solutions without the conflicts of interest associated with commission-based models. Their services are designed to be comprehensive, integrating financial planning with disciplined investment management to help clients achieve their long-term financial goals. The firm is registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC).

Founded in

United States