Fidelis Financial Planning, LLC
Fidelis Financial Planning, LLC is an SEC-registered wealth manager in Saint Charles, MO with $160.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Fidelis Financial Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141698, SEC 801-131701, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $160.0M (2026-04-16)
- Firm type
- Wealth Manager
- Location
- Saint Charles, MO
- Employees
- 2
- Clients
- 149
- CRD
- 141698
- Ownership
- WHITE, JACK, DAVID; LAUGHLIN, JEFFREY, MICHAEL
How much AUM does Fidelis Financial Planning, LLC have?
Fidelis Financial Planning, LLC reported $160.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Fidelis Financial Planning, LLC?
Disclosed owners and executives of Fidelis Financial Planning, LLC include WHITE, JACK, DAVID, LAUGHLIN, JEFFREY, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.