Fidelis Financial Planning, LLC
● SEC registered since 2025CRD 141698SEC# 801-131701Saint Charles, MO
Reg. AUM
$160M
Employees
2
Accounts
458
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 $160 million in regulatory assets under management and employs 2 people.
Fidelis Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Michael Laughlin Control | President/Cco | Over 75% | 2011 |
Frequently asked questions
How much does Fidelis Financial Planning, LLC manage?
Fidelis Financial Planning, LLC reports $160 million in regulatory assets under management on its Form ADV.
How many employees does Fidelis Financial Planning, LLC have?
Fidelis Financial Planning, LLC reports 2 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
| Address | 42 Portwest Ct, Saint Charles, MO 63303-5958 |
| Phone | 636-922-9252 |
| Fax | 314-754-9165 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$160M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$160Mregulatory AUM
Discretionary $160M