Financial Planning & Investment Management in Alexandria, MN
I help clients build financial security through disciplined investing and comprehensive financial planning.
Jump to: Investment Management · Financial Planning · Generosity Planning · Estate Planning
Advice Built Around Your Financial Life
Every financial situation is different. Some people need help building a comprehensive financial plan. Others primarily want professional investment management and ongoing advice.
At Fidelis Financial, I offer both. You can engage me for financial planning, investment management, or a combination of the two, depending on what makes sense for your situation.
My goal is to provide clear, thoughtful advice that helps you make wise decisions with your money and pursue what matters most to you.
Investment Management
Professional Management With Ongoing Advice
Investing is about more than selecting investments. I manage portfolios with a disciplined process designed around your goals, risk tolerance, time horizon, tax situation, and broader financial plan.
Investment management clients receive ongoing portfolio management and financial advice as their circumstances change.
Your Investment Management Relationship Includes:
A portfolio built around your goals, risk tolerance, and values
Faith-based screening, or a conventional portfolio if you prefer
Tax-aware account placement and rebalancing
Reviews twice a year and ongoing access to me for questions
Ongoing financial planning updates, included in the fee
Advisory Fees
Fidelis Financial offers investment management through a tiered assets-under-management fee structure. Alternative flat-fee arrangements are also available.
Your rate is set by your household’s total assets under management and applies to the full balance. For example, a household with $400,000 is billed 1.10% on the entire $400,000.
Clients who complete an initial financial plan with Fidelis Financial receive ongoing planning updates and financial advice included in the AUM fee.
| Assets Under Management | Advisory Fee |
|---|---|
| $ 0 - $ 49,999 | 1.50% |
| $ 50,000 - $ 124,999 | 1.25% |
| $ 125,000 - $ 249,999 | 1.15% |
| $ 250,000 - $ 499,999 | 1.10% |
| $ 500,000 - $ 999,999 | 1.05% |
| $ 1,000,000 - $ 2,499,999 | 1.00% |
| $ 2,500,000 - $ 4,999,999 | 0.90% |
| $ 5,000,000 + | 0.75% |
Listed rates are annual advisory fees. Underlying investment expenses and other applicable charges are additional. See Form ADV Part 2A and your advisory agreement for complete fee and billing information.
Financial Planning
A Clear Plan for the Road Ahead
Financial planning brings the different pieces of your financial life together. I help you understand where you are today, identify opportunities and risks, and develop a practical strategy for the years ahead.
Planning can include:
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Cash flow and spending
Debt management
Insurance and risk management
Financial plan development and implementation
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Retirement income and wealth planning
Social Security and pension decisions
Long-term care planning
Major financial decisions and life transitions
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Education funding
Estate and legacy planning
Charitable giving
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Tax planning and income timing
Charitable giving strategies
Small business financial planning
Planning for business growth, succession, and long-term goals
What you receive:
A written plan covering retirement, taxes, cash flow, insurance, estate, and giving
A prioritized action list
Follow-up meetings to help you implement it
Planning Engagements
Financial planning is offered on a flat-fee basis, typically ranging from $1,500 to $5,000, depending on your situation's scope and complexity.
You do not need to have your investments managed by Fidelis Financial to engage in financial planning.
Generosity Planning
Give With Purpose and Wisdom
For many of my clients, generosity is a central part of how they steward what they’ve been given. I help you build a giving plan that fits your values, your budget, and your tax situation.
Generosity planning can include:
Setting a giving goal within your overall financial plan
Giving appreciated investments instead of cash
Donor-advised funds for planned, flexible giving
Qualified charitable distributions (QCDs) from IRAs for those 70½ and older
Including your church or favorite charities in your estate plan
Generosity planning is included in comprehensive financial planning engagements.
Estate Planning Coordination
Will-based and trust-based estate plans prepared by licensed attorneys at Encore Estate Planning and coordinated with your financial plan, with discounted pricing for Fidelis clients.
Is Fidelis a Good Fit?
Fidelis is likely a good fit if you…
Want a comprehensive plan, not just investment picks
Want your investments to reflect your Christian faith
Are within 10–15 years of retirement, or already retired
Value a long-term relationship with one advisor who knows your family
Fidelis may not be the right fit if you…
Only want help with a single transaction or product
Prefer to manage everything yourself without a plan