Fidelis Financial Planning, LLC

Overview

Fidelis Financial Planning, LLC is an SEC registered investment adviser based in Saint Charles, MO, registered since 2006. It reports $16M in assets under management across 458 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$16M

Discretionary

100%

Accounts

458

Average account

$349K

Employees

2

Advisory reps

1

Registered since

2006

Jurisdictions

2

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Jeffrey Michael Laughlin President, Chief Compliance Officer CRD 5525660

Advisory reps 1 of 1

• Jeffrey Michael Laughlin Investment Adviser Rep CRD 5525660

Location

Headquarters

42 Portwest Ct
Saint Charles, MO 63303

County

Saint Charles

Metro area

St. Louis, MO-IL

Region

Midwest

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: fidelisfp.com

Every state, with registration dates

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