# Fidelis Financial Planning

Fidelis Financial Planning is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/fidelis-financial-planning-llc

## Regulatory record

- **CRD number:** 141698
- **SEC file number:** 801-131701
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/141698

## About

FIDELIS FINANCIAL PLANNING, LLC is an SEC-registered investment adviser in SAINT CHARLES, MO, registered since 2025. The firm manages approximately $160 million in regulatory assets. It employs 2 employees and 1 investment adviser.

## Questions

### Who are the principals or founders of Fidelis Financial Planning?

Public sources do not list any named principals, founding individuals, or investment professionals at Fidelis Financial Planning. The firm's LinkedIn page is not publicly accessible, and no state or SEC filing has surfaced with leadership details.

### What is the AUM of Fidelis Financial Planning?

The firm does not publicly disclose its assets under management. No regulatory filing, press release, or media report provides an AUM figure. It remains classified as a small to medium RIA by default of no public data, but this is an estimate based on lack of disclosure rather than verified information.

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Last updated: 2026-07-06T01:24:16.454Z

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