Samuel Tenney
Samuel Tenney is a CFP-designated registered investment advisor at Fidelis Wealth Advisors, based in Castle Rock, CO, with 26 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 210 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Subject to a minimum annual fee of $1,200. Fees are negotiable.
Fee Estimator
Location
20 N Wilcox Street, Suite 106, Castle Rock, CO, 80104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Samuel sells various insurance products, including life, health, disability, long-term care, fixed annuities, and property & casualty insurance, dedicating a few hours per week to this activity. He also manages Fidelis Wealth Advisors, spending about half his time on financial planning and investing, and manages a commercial rental property, dedicating minimal time.
Employment History
Current Registrations
Fidelis Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwest Asset Management
LPL Financial LLCBroker
Gallacher Capital Management, LLC
Mutual Service CorporationBroker
Wma Securities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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