Fidelis Financial Planning, LLC

RIASEC RegisteredEst. 2025

Total AUM

$160M

Discretionary

$160M

100% of AUM

Avg account

$349K

Accounts

458

Employees

Advisory reps

Firm details

Headquarters: Saint Charles, 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

FINTRX

Overview

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.