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Fidelis Financial Planning, LLC

● SEC registered since 2025CRD 141698SEC# 801-131701Saint Charles, MO
Export (members)
Reg. AUM
$142M
Employees
3
Accounts
500
Location
Saint Charles, MO

Fidelis Financial Planning, LLC assets under management

Fidelis Financial Planning, LLC operates as an SEC-registered investment adviser based in Saint Charles, MO. The firm has been registered since 2025. It reports $142 million in regulatory assets under management and employs 3 people.
www.facebook.com/p/fidelis-financial-planning-llc-100068575252873View on SEC.gov ↗

Fidelis Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jack David White ControlFounderUnder 5%2006
Jeffrey Michael Laughlin ControlPresident/CcoOver 75%2011

Frequently asked questions

How much does Fidelis Financial Planning, LLC manage?

Fidelis Financial Planning, LLC reports $142 million in regulatory assets under management on its Form ADV.

How many employees does Fidelis Financial Planning, LLC have?

Fidelis Financial Planning, LLC reports 3 employees.

Where is Fidelis Financial Planning, LLC located?

Fidelis Financial Planning, LLC is based in Saint Charles, MO and has been SEC-registered since 2025.

Does Fidelis Financial Planning, LLC disclose fund performance?

Fidelis Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address42 Portwest Ct, Saint Charles, MO 63303-5958
Phone636-922-9252
Fax314-754-9165
Office hours5-Sep
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$142M
Non-discretionary$0
Total (RAUM)$142M