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Fidelis Financial Planning, LLC CRD 141698
$160M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
42 Portwest Ct, Saint Charles, MO 63303-5958 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| MO | RA | APPROVED | 2011-01-17 |
Branch Locations
42 Portwest Ct, Saint Charles, MO 63303-5958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelis Financial Planning, Llc | St. Charles | MO | 01/2011 | Present |
Owner/Managing Member of 7262 Westmoreland, LLC, a non-investment related real estate holding entity formed in 2023 and located in St. Louis, MO. Duties are administrative in nature and represent less than 5 hours per month outside of market trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-16 |
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