SAINT CHARLES, MOCRD 141698Latest ADV April 16, 2026
Fidelis Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Charles, MO. Its latest Form ADV filing, dated April 16, 2026, reports $160M in regulatory assets under management, 2 employees, 1 office, and 458 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.7% of total clients.
Top client categories% of clientsClients
1
Individuals
59.7%
89
2
HNWI
40.3%
60
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$160Mas of April 16, 2026
Discretionary100.0%
$160M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$160M
Total Accounts458
10Y AUM Change+$20M (+14.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee75:1
10Y Employee Change-1 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.