Key facts
- FIDELIS FINANCIAL PLANNING, LLC is a other based in SAINT CHARLES, MO.
- FIDELIS FINANCIAL PLANNING, LLC has 1 fund on record, raising $5.8M across the 1 that report a size.
Registered with the SEC
Form ADV · 2026-04 · CRD 141698- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 2
- Registered office
- SAINT CHARLES, MO
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for FIDELIS FINANCIAL PLANNING, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- Fidelis Financial Planning LLC2018$5.8M
$5.8M raised across the 1 fund that report a size