FIDELITY FEDERAL PLANNING CORP.

FIDELITY FEDERAL PLANNING CORP. of MONTGOMERYVILLE, PA is an SEC-registered investment adviser (CRD 114873). Regulatory assets under management: $3.4M.

Registration

• CRD: 114873
• Type: Registered investment adviser
• Location: 105 MONTGOMERY AVE, MONTGOMERYVILLE, PA, 18936
• Phone: 267-625-6808
• Latest filing: 2026-02-14
• Regulatory AUM: $3.4M
• Discretionary AUM: $1.6M
• Non-discretionary AUM: $1.8M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114873 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search