Fidelity Federal Planning Corp.

Fidelity Federal Planning Corp. (CRD# 114873) is a financial advisory firm headquartered in Montgomeryville, PA. They manage $41,438,028 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $376,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Fidelity Federal Planning Corp.
Showing 1 - 3 of 3 top financial advisors.
1
Robert M. Flood
CRD#: 1260398
105 Montgomery Ave, Suite 1051, Montgomeryville, PA 18936
96
Wealthminder
score

Robert Flood (CRD# 1260398) is an Investment Advisor Representative working at Fidelity Federal Planning Corp. in Montgomeryville, PA and has over 31 years of experience in the finance industry.

2
Thomas J. Laessig
CRD#: 1407172
105 Montgomery Ave, Suite 1051, P.o. Box 588, Montgomeryville, PA 18936
96
Wealthminder
score

Thomas Laessig (CRD# 1407172) is an Investment Advisor Representative working at Fidelity Federal Planning Corp. in Montgomeryville, PA and has over 30 years of experience in the finance industry.

3
Matthew S. Hellebusch
CRD#: 1550891
105 Montgomery Ave, Suite 1051, Montgomeryville, PA 18936
93
Wealthminder
score

Matthew Hellebusch (CRD# 1550891) is an Investment Advisor Representative working at Fidelity Federal Planning Corp. in Montgomeryville, PA and has over 24 years of experience in the finance industry.

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