Fee-only adviser · Medford, OR
Fidelis Im
Fidelis Im is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Medford, Oregon. On its latest Form ADV, filed March 27, 2026, it reports $306M in regulatory assets under management, 246 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 162985 · SEC file 801-118351 |
| Office | 2950 E. Barnett Road Medford, OR 97504 |
| Phone | (541) 770-1311 |
| Website | fidelisim.com |
| Regulatory assets under management | $306M |
| Individual clients | 183 non-high-net-worth, 63 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Medford
Nearby
- Ashland 2 firms
- Jacksonville 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Fidelis Im? Update this listing.