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FIDELIS IM

Financial Advisor serving Medford, Oregon · 1 of 14 financial advisors in the area

📍 2950 E. BARNETT ROAD, MEDFORD, OR 97504
📞 (541) 770-••••
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📍 2950 E. BARNETT ROAD, MEDFORD, OR 97504

About FIDELIS IM

FIDELIS IM is a financial advisor located in Medford, Oregon. As a local financial advisor, they serve Medford and surrounding communities in Oregon. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Medford should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Oregon securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Medford

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Medford may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Medford

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Medford?
Financial Advisors in Medford typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Medford?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 14 financial advisors in Medford to choose from.
Does FIDELIS IM offer free quotes?
Contact FIDELIS IM directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Medford

DFPG Investments

670, Superior Court, Medford, OR, 97504

Innovative Investment Services

670, Superior Court, Medford, OR, 97504

First American Financial Corporation

1225, Crater Lake Avenue, Medford, OR, 97504

SeaCrest Wealth Management

3255, Hillcrest Park Drive, Medford, OR, 97504

Bell Wealth Partners

3228, Hillcrest Park Drive, Medford, OR, 97504

Pacific Southwest Financial

843, Alder Creek Drive, Medford, OR, 97504