FIDELIS FINANCIAL PLANNING, LLC

SAINT CHARLES, Missouri·2 registered advisors·CRD# 141698
SEC# 801-1317011636-922-9252
01

Firm Overview

AUM
$140M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FIDELIS FINANCIAL PLANNING, LLC

2 registered advisors
Jack David White
SAINT CHARLES, Missouri
Jeffrey Michael Laughlin
SAINT CHARLES, Missouri
05

Office Locations

SAINT CHARLES, Missouri
2 advisors

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Data sourced from SEC Form ADV filings. FIDELIS FINANCIAL PLANNING, LLC (CRD# 141698) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.