FIDELIS FINANCIAL PLANNING, LLC

FIDELIS FINANCIAL PLANNING, LLC of SAINT CHARLES, MO is an SEC-registered investment adviser (CRD 141698). Regulatory assets under management: $160.0M.

Registration

• CRD: 141698
• SEC file number: 801-131701
• Type: Registered investment adviser
• Location: 42 PORTWEST CT, SAINT CHARLES, MO, 63303-5958
• Phone: 636-922-9252
• Latest filing: 2026-04-16
• Regulatory AUM: $160.0M
• Discretionary AUM: $160.0M
• Clients: 2
• Accounts: 458

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search