Fidelis Financial Planning, LLC

Fidelis Financial Planning, LLC (CRD# 141698) is a financial advisory firm headquartered in Saint Charles, MO. They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
42 Portwest Ct, Saint Charles, MO 63303
http://fidelisfp.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MO, TX

Financial Advisors at Fidelis Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Laughlin, financial advisor Saint Charles MO
Jeffrey M. Laughlin
CRD#: 5525660
42 Portwest Ct, Saint Charles, MO 63303

Jeffrey Laughlin (CRD# 5525660) is an Investment Advisor Representative working at Fidelis Financial Planning, LLC in Saint Charles, MO and has over 15 years of experience in the finance industry.

2
Jack White, financial advisor Saint Charles MO
Jack D. White
CRD#: 2254964
42 Portwest Ct, Saint Charles, MO 63303

Jack White (CRD# 2254964) is an Investment Advisor Representative working at Fidelis Financial Planning, LLC in Saint Charles, MO and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals