FIDELIS FINANCIAL PLANNING, LLC
CRD #141698 SEC #801-131701 SAINT CHARLES, MO 636-922-9252
SEC Registered
Total AUM
$142M
Discretionary
$142M
Employees
3
Clients
101
Accounts
500
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $142M | $142M | $0 | 3 | 2 |
| Mar 2025 | $142M | $142M | $0 | 3 | 2 |
| Jan 2025 | $140M | $0 | $140M | 3 | 160 |
| Nov 2024 | $140M | $0 | $140M | 3 | 160 |
| Nov 2024 | $140M | $0 | $140M | 3 | 160 |
DateMay 2025
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients2
DateMar 2025
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients2
DateJan 2025
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees3
Clients160
DateNov 2024
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees3
Clients160
DateNov 2024
Total AUM$140M
Discretionary$0
Non-Disc.$140M
Employees3
Clients160