$160.0M Total AUM
$160.0M Disc. AUM
-- 3Y CAGR
2 Employees
151 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2006
- Office Locations
- 1
Office Locations
42 Portwest CT Saint Charles MO
About Fidelis Financial Planning, LLC
Fidelis Financial Planning is an independent, fee-only RIA in St. Charles, MO providing personalized financial planning and ongoing wealth management, including retirement and Social Security timing. Serves individuals and families (often entrepreneurs and retirees) with disciplined, risk-managed, diversified portfolios primarily implemented with public funds/mutual funds. Custody through Schwab and Fidelity/NFS.
Team overview
49 AVG AGE
$160.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
15.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Signal radial
Client Personas
Glacier Focus
Custodian
Vector Pathway horizon Legacy
Investment Themes
Ember value
Investment Vehicles
Glacier
Services
Fusion Signal Unison Timber beacon Unison element Crest signal Prime Peak
Owner & Executives
JEFFREY MICHAEL LAUGHLIN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5525660
- Ownership
- 75% or more
(600) 740-7903
wave.pioneer@valuecapital.com
in linkedin.com/in/insight-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,000,000 | $349,345 |
| Non-Discretionary | $0 | -- |
| Total | $160,000,000 | $349,345 |
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Separately Managed Accounts
Total SMA Asset: $160,000,000
Public Funds:
52.8% Cash:
47.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,562,042,642 | 52.8% |
| Cash | $1,396,371,452 | 47.2% |
| Total | $2,958,414,094 | 100.0% |