Firm
Fidelis Financial Planning
Saint Charles, Missouri
Fee-only
Fidelis Financial Planning at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 149 individual clients, 60 of them high net worth.
- Its average account is about $349,000 (assets it manages divided by its 458 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Saint Charles, Missouri |
|---|---|
| Website | fidelisfp.com |
| Phone | (636) 922-9252 |
Fidelis Financial Planning fees
Fidelis Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $160 million |
| Individual clients | 89 |
| High-net-worth clients | 60 |
| Accounts managed | 458 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131701) |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 141698 |