Adviser Profile
| As of Date | 01/04/2025 |
| Registration status | Registration Changed to FIDELIS FINANCIAL PLANNING, LLC |
| ADV Location | SAINT CHARLES, MO, United States |
| Contact Info | 636 xxxxxxx |
| Websites |
| AUM* | 0 |
| of that, discretionary | |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds