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⚲
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| Fidelis Financial Planning LLC
✚
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|
|---|---|
| CRD # | 141698 |
| SEC # | 801-131701 |
| CIK # | 0001739521 |
| AUM | $160.0 M (2026-04-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 636-922-9252 |
| Address | 42 Portwest Ct Saint Charles, MO 63303-5958 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 50.0 |
| (b) Individuals (high net worth individuals) | 60 | 110.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 458 | 160.0 |
| By Discretionary | ||
| Discretionary | 458 | 160.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 458 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 458 | 160.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001739521] |
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|---|---|---|
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M3 Wealth Management LLC
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OH | 0.2 |
|
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OH | 0.2 |
|
The Wealth Group Ltd
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Arbor Private Wealth LLC
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Steven Feldstein & Associates
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0.2 | |
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Kensington Financial Advisors LLC
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Read & Powell Financial Services LLC
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NV | 0.2 |
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Wiregrass Investment Management LLC
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GA | 0.2 |
|
Richey Advisors Inc
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|
CA | 0.2 |
|
Zidel Financial Inc
✚
|
CO | 0.2 |