FIDELIS FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$160,000,000
Discretionary
$160,000,000
Non-discretionary
$0
Firm details
- CRD number
- 141698
- SEC file number
- 801-131701
- Main office
- SAINT CHARLES, MO, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.