FIDELIS IM

Name: FIDELIS IM
Address: 2950 E. BARNETT ROAD, MEDFORD, OR 97504, medford, WI, US
Telephone: (541) 770-1311
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Medford, Wisconsin

📍 2950 E. BARNETT ROAD, MEDFORD, OR 97504, Medford, Wisconsin

📞 (541) 770-••••

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📍 2950 E. BARNETT ROAD, MEDFORD, OR 97504, Medford, Wisconsin

About FIDELIS IM

FIDELIS IM is a financial advisor located in Medford, Wisconsin. As a local financial advisor, they serve Medford and surrounding communities in Wisconsin. 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 Wisconsin securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Medford

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% 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 1 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

Edward Jones

511, West Broadway Avenue, Medford, WI, 54451