FIDELIS FINANCIAL PLANNING, LLC
Firm details
- Headquarters
- , Missouri
- CRD number
- 141698
- Registered since
- January 2, 2025
- Website
- fidelisfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.75%
- Individuals31.25%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fidelis Financial Planning, LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2025. The firm focuses on comprehensive planning and discretionary portfolio management for individuals, families and small businesses, and it serves as a capital allocator by selecting outside managers and funds for client portfolios. Its advisory services include financial planning, ongoing portfolio management and the selection of other advisers. Compensation comes through a mix of AUM fees, hourly charges and fixed fees. The firm does not identify as an ESG investor, is not a multi-state adviser, and does not describe pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1JEFFREY LAUGHLIN
PresidentCRD 5525660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, MO
SAINT CHARLES
Location
, MO
Headquartered in , MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT CHARLES
- Address
- 42 Portwest Ct
- Time zone
- CT (UTC-6)
- Office locations
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