FIDELIS FINANCIAL PLANNING, LLC of SAINT CHARLES, MO is an SEC-registered investment adviser (CRD 141698). Regulatory assets under management: $160.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Jack David White | FOUNDER | — |
| Jeffrey Michael Laughlin | PRESIDENT/CCO | — |
| WHITE WILLIAM DAVID | FOUNDER | — |
| LAUGHLIN JEFFREY MICHAEL | PRESIDENT/CCO | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ST. LOUIS | MO | 2 | 636-922-9252 |