CRD: 114873
Fidelity Federal Planning Corp.
$3.4M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-1996
- Office Locations
- 1
Office Locations
105 Montgomery AVE, Suite 1051 P.o. BOX 588 Montgomeryville PA
About Fidelity Federal Planning Corp.
FIDELITY FEDERAL PLANNING CORP. (Fidelity.com) supports individuals with tax-advantaged planning—Roth IRAs, HSAs, and 529 education savings—plus access to invest in stocks, bonds, mutual funds, and ETFs and work with a dedicated Fidelity advisor on a comprehensive wealth management strategy. Notable for no account fees/minimums on Fidelity HSAs and $0 commissions on US stock and ETF trades.
Team overview
63 AVG AGE
$3.4M AVG AUM / ADVISOR
$113.7K AVG AUM / CLIENT
23 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
THOMAS JOHN LAESSIG
Chief Compliance Officer, President
- CRD
- #1407172
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,563,922 | -- |
| Non-Discretionary | $1,845,880 | -- |
| Total | $3,409,802 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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