# FIDELIS FINANCIAL PLANNING, LLC

FIDELIS FINANCIAL PLANNING, LLC of SAINT CHARLES, MO is an SEC-registered investment adviser.

## Registration

- CRD: 141698
- Type: SEC-registered investment adviser
- SEC file number: 801-131701
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Jack David White | FOUNDER | — |
| Jeffrey Michael Laughlin | PRESIDENT/CCO | — |
| WHITE WILLIAM DAVID | FOUNDER | — |
| LAUGHLIN JEFFREY MICHAEL | PRESIDENT/CCO | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| ST. LOUIS | MO | 2 | 636-922-9252 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141698/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141698/similar
- Related entities: https://search.stillhousedata.com/firm/141698/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141698

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.