Investment adviser · CRD 141698
FIDELIS FINANCIAL PLANNING, LLC
Investment adviser filing (IA)
SAINT CHARLES, MO, United States · Form ADV filed Apr 16, 2026
- Regulatory AUM
- $160M Form ADV · Item 5.F
- Client accounts
- 458 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 60 | $110,000,000 | 68.8% |
| Individuals | 89 | $50,000,000 | 31.3% |
Filing source
Form ADV 2093810 · Apr 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
42 PORTWEST CTSAINT CHARLES, MO, 63303-5958, United States
CRD 141698
Filing source
Form ADV 2093810 · Apr 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.