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FIDELIS FINANCIAL PLANNING, LLC

CRD 141698 · SEC 801-131701

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42 PORTWEST CT, SAINT CHARLES, MO, 63303-5958, United States

Phone

636-922-9252

Fax

314-754-9165

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$160.0M

Discretionary AUM

$160.0M

Team

2 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals89$50.0M
High net worth individuals60$110.0M

States served

MO, TX

All web addresses on file

Official SEC filing: View on IAPD