Jeffrey Laughlin
Fidelis Financial Planning · Saint Charles, Missouri
Jeffrey Laughlin is a fee-only financial advisor at Fidelis Financial Planning in Saint Charles, Missouri, who holds the CFP credential. Jeffrey charges an ongoing planning fee and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Fidelis Financial Planning |
|---|---|
| Based in | Saint Charles, Missouri |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $160M across 458 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 5525660 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | fidelisfp.com |
| Profile |
How Jeffrey's firm compares
- Fidelis Financial Planning's average account is about $349,000, from its Form ADV (assets managed divided by 458 accounts).
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Questions about Jeffrey
Is Jeffrey Laughlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Fidelis Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges an ongoing planning fee.
Where is Jeffrey Laughlin based?
Jeffrey Laughlin is based in Saint Charles, Missouri.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning. Jeffrey works with retirees and pre-retirees.
What credentials does Jeffrey Laughlin hold?
Jeffrey Laughlin holds the CFP credential.
Is Jeffrey Laughlin registered with the SEC?
Yes. Jeffrey Laughlin is registered as an investment adviser representative in MO and TX (CRD 5525660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fidelis Financial Planning manage?
Fidelis Financial Planning reports $160M across 458 accounts in assets under management.
How do I contact Jeffrey Laughlin?
Through Jeffrey's website, fidelisfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fidelis Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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