FIDELITY FEDERAL PLANNING CORP.

Overview

Fidelity Federal Planning Corp. is a small, fee-based advisory corporation that focuses on portfolio management for individual and family clients and small businesses. The firm operates under a percentage-of-AUM fee model and is owned by an individual proprietor. Its filings indicate a concentrated, hands-on approach: limited client base, direct portfolio management responsibilities, and a preference for publicly traded pooled vehicles rather than bespoke private placements. The adviser does not present itself as an active ESG investor, is not positioned as a multi-state adviser, and is not listed as a capital allocator. Investment activity centers on allocating client capital to public mutual funds and similar pooled products, with client relationships that appear to be managed on either a discretionary or non-discretionary basis depending on the engagement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices