# Fidelis Im
Source: https://planprovider.pro/provider/fidelis-im

> Fee-only and focused on medical practices, Fidelis Im works with employers in the Medford area of Southern Oregon on retirement plan decisions and day-to-day…

Retirement Plan Advisor

Medford, OR

## About Fidelis Im

<p>Fee-only and focused on medical practices, Fidelis Im works with employers in the Medford area of Southern Oregon on retirement plan decisions and day-to-day oversight.</p>

<p>The firm is a registered investment advisor that provides investment management and financial planning. For workplace plans, it supports both 401(k) and 403(b) arrangements and can take on fiduciary roles as a 3(21) co-fiduciary advisor or as a 3(38) investment manager. In those roles, the team helps sponsors select and monitor investments and document the process.</p>

<p>Fidelis Im also works on plan design choices intended to control costs and support employee retention, which is a common need for physician groups and other closely held businesses. The firm reports $0.3B in AUM (2026).</p>

<p>What sets Fidelis Im apart is its mix of a fee-only model and hands-on retirement plan fiduciary services tailored to medical and professional practices.</p>

<ul>
<li><a href="/plan-advisors">Plan advisor</a> services for employers and business owners</li>
<li>3(21) fiduciary guidance for plan sponsors</li>
<li>3(38) discretionary investment management</li>
<li>Support for 401(k) and 403(b) retirement plans</li>
<li>Plan design reviews for cost control and retention</li>
</ul>

Website: [https://fidelisim.com/retirement-planning/](https://fidelisim.com/retirement-planning/)

## Office Locations

- Medford, OR (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $269.0M

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