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Overview

Services

Advisor Services

  • Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Other Financial Planning
  • Pension Consulting
    • -401k
    • -403b
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Fidelis Im, LLC 7 years, 10 months Mar 2012 - Present
Cutler Investment Counsel, LLC 6 years, 11 months Mar 2005 - Feb 2012

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Keegan Denn

Top Five Questions To Ask Your Advisor
Published 2012-07-18 10:42:17
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I have a small company with 65 employees and want to switch to the lowest cost 401K plan possible to give my employees the highest return on their 401k and not lose a significant amount of money long term due to high expenses. Can someone please recommend a plan with low costs?
    Ty,I appreciate you taking the time to do your due diligence when selecting a low cost, yet robust plan for your employees. We manage plans for companies of your size and there are a handful of things that I recommend.-Start by identifying a Registered Investment Advisor who is willing to take on ...  (more)
    Answered Aug 2012
    How do i get my money from my 401k plan since my retiring effective on September 28, 2012?
    Congratulations on your impending retirement! Now that retirement is literally just around the corner, I think it is best for you to identify a fee-only advisor that can help you make the transition. Working with a fee-only advisor, preferably one who is a Registered Investment Advisor will ensure t...  (more)
    Answered Sep 2012
    Will working longer and deferring retirement allow me to have more money for when I finally retire?
    Hello Nelly,You are not alone. Many people are contemplating the same question. There is no better time than now to start getting serious about your retirement. You have 9 years until your projected retirement date and yes, that may need adjusted depending on what transpires in the market over the ...  (more)
    Answered Jul 2012
    What target date funds would you recommend for someone who is in their 30s but is still focused on a low-risk portfolio?
    Parker,I can understand your focus on low risk, as you have just experienced one of the greatest recessions in American history. It is my hope that you continued to invest through the downturn and have been appropriately rewarded for your persistence. It is important to maintain a clear picture of ...  (more)
    Answered Aug 2012
    How do I choose the best sponsor/provider?
    Hi Juanita,Some of these points have been noted but I wanted to answer your question in its entirety with a checklist of sort. We manage plans for companies of your size and there are a handful of things that I recommend. Going it alone is one option but I think you will find it easier to navigate ...  (more)
    Answered Oct 2012
    Performance reporting: Trade Date vs Settlement Date?
    This is a continuing problem with reporting systems. Having used Advent Axys for a number of years, it was always a struggle to have internal reporting match that from the custodian. While the internal reporting is accurate, it is difficult to prove out the numbers in an audit when the custodial dat...  (more)
    Answered Jul 2012
    Should we allow our adult son to move home or help him out financially?
    Hello Mercedes,You are correct; your situation is not unique in today’s environment. I think that offering him to move in is a viable option and so is covering his student loans if that would allow him to remain on his own. One thing I would caution is that having him move in may start a slippery s...  (more)
    Answered Aug 2012
    In your opinion which online brokers would you say are good for beginning investors and are low fee for ROTH IRA?
    Matthew,I applaud you for taking the time to get started on a path towards saving for retirement. There are many factors that will determine your investing success and your focus on fees is a very prudent step to ensure you are maximizing your returns over time. I would encourage you to visit Vangu...  (more)
    Answered Aug 2012
    I have a loan with my plan ,how do I find out how much I owe?
    Hello Mayra,You can talk to your HR or payroll department and they should have a copy of your loan amortization schedule. The loan amortization schedule is a schedule of payments that will show you how much of each payment is going to principal and interest and the payoff date for your loan. Altern...  (more)
    Answered Mar 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Nov 19, 2018
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Fidelis Im

      Last updated on March 18, 2019
        • $86.2M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 134
          Accounts
        • $643.5K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements