What is Fidelis Financial Planning, LLC's NAICS code?

Fidelis Financial Planning, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Niche scale Small, fee-only financial planning firm with lean team (2-10 employees) presents an opportunity for scalable advisory solutions, outsourced back-office services, and digital onboarding platforms tailored to boutique practices.

Debt financing Recent $20M debt financing and Form D filing indicate growth appetite and potential demand for cash flow management tools, credit services, and lender-ready reporting solutions for growth-stage financial planning firms.

Hybrid pricing Service model blending hourly and assets under management suggests opportunities for performance analytics, fee optimization software, CRM integrations, and client segmentation tools to enhance profitability.

Tech stack fit Current technology stack (MySQL, PHP, WordPress ecosystem, form tools) points to demand for modern, secure advisory platforms, data migration services, and scalable SaaS integrations to modernize operations.

Market positioning Operating in a competitive financial services landscape with large incumbents highlights a need for competitive intelligence, marketing automation, and client acquisition strategies tailored to small firms seeking scalable growth.

Fidelis Financial Planning, LLC Tech Stack

Fidelis Financial Planning, LLC uses 8 technology products and services including iCIMS, gstatic.com, Open Graph, and more. Explore Fidelis Financial Planning, LLC's tech stack below.

iCIMS

Applicant Tracking Systems

gstatic.com

Content Delivery Network

Open Graph

Content Management System

MySQL

Database

PHP

Programming Languages

Bluehost

Web Hosting

Gravity Forms

Web Platform Extensions

Apache HTTP Server

Web Servers

Fidelis Financial Planning, LLC Email Formats	Example	Percentage
FLast@fidelisfp.com	JDoe@fidelisfp.com	67%
LastFi@fidelisfp.com	DoeJo@fidelisfp.com	33%

Fidelis Financial Planning, LLC Email Formats

Example

Percentage

FLast@fidelisfp.com

JDoe@fidelisfp.com

67%

LastFi@fidelisfp.com

DoeJo@fidelisfp.com

33%

Frequently Asked Questions

What is Fidelis Financial Planning, LLC's phone number?

You can contact Fidelis Financial Planning, LLC's main corporate office by phone at

+1-636-922-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fidelis Financial Planning, LLC's official website and social media links?

Fidelis Financial Planning, LLC's official website is fidelisfp.com and has social profiles on LinkedIn.

How much revenue does Fidelis Financial Planning, LLC generate?

As of July 2026, Fidelis Financial Planning, LLC's annual revenue is estimated to be $1M - $10M.

What is Fidelis Financial Planning, LLC's SIC code NAICS code?

Fidelis Financial Planning, LLC's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Fidelis Financial Planning, LLC have currently?

As of July 2026, Fidelis Financial Planning, LLC has approximately 2 employees across 1 continents, including North America. Key team members include Partner/Owner: J. L.Owner: J. D. W.Solutions Principal: J. W.. Explore Fidelis Financial Planning, LLC's employee directory with LeadIQ.

What industry does Fidelis Financial Planning, LLC belong to?

Fidelis Financial Planning, LLC operates in the Financial Services industry.

What technology does Fidelis Financial Planning, LLC use?

Fidelis Financial Planning, LLC's tech stack includes iCIMSgstatic.comOpen GraphMySQLPHPBluehostGravity FormsApache HTTP Server.

What is Fidelis Financial Planning, LLC's email format?

Fidelis Financial Planning, LLC's email format typically follows the pattern of FLast@fidelisfp.com. Find more Fidelis Financial Planning, LLC email formats with LeadIQ.

When was Fidelis Financial Planning, LLC founded?

Fidelis Financial Planning, LLC was founded in 1992.

Fidelis Financial Planning, LLC

Q: What technology does Fidelis Financial Planning, LLC use?

Fidelis Financial Planning, LLC's tech stack includes Nginx, jQuery Migrate, Google Tag Manager, reCAPTCHA, jQuery UI.

Financial ServicesMissouri, United States2-10 Employees

Fidelis Financial Planning, LLC operates in the financial services sector as a fee-only financial planning firm based in St. Charles, Missouri. The firm provides guidance to clients planning for life goals, offering services on an hourly basis or as a percentage of assets under management, with options for targeted plans or comprehensive planning and portfolio management. Its approach centers on helping clients navigate complex planning processes and align financial decisions with their objectives. The company serves individuals seeking structured financial planning and ongoing portfolio oversight, positioning itself as a specialist within a broader advisory industry. A recent development noted in regional business coverage is Fidelis’s involvement in a notable debt financing event, reflecting activity in its corporate lifecycle.

Insights

Similar companies to Fidelis Financial Planning, LLC

MassMutual

Charles Schwab

Northwestern Mutual

Ameriprise Financial

Fidelity Investments

Vanguard

LPL Financial

Merrill Lynch

Edward Jones