Overview

Headquarters
Saint Charles, MO
Total Firm Assets
$160 million
Average High-Net-Worth Client Portfolio Size
$1.8 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: FIDELIS FINANCIAL PLANNING, LLC ADV PART 2 (2026-04-16) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.20%
$1,000,001 $3,000,000 0.95%
$3,000,001 and above 0.65%

Stated Minimum Annual Fee: $5,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,000 1.20%
$5 million $44,000 0.88%
$10 million $76,500 0.76%
$50 million $336,500 0.67%
$100 million $661,500 0.66%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
68.75%
Number of High-Net-Worth Clients
60
Total Client Accounts
458
Discretionary Accounts
458

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
141698
  • FIDELIS FINANCIAL PLANNING, LLC ADV PART 2 (2026-04-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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