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

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

Insights

Growing Financial Firm Fidelis Financial Planning, LLC is a boutique fee-only financial advisory firm with a small team of 2-10 employees, indicating potential for personalized service offerings and growth opportunities in targeted client segments.

Recent Capital Injection The company secured $20 million in debt financing in 2019, suggesting solid financial backing and potential to expand service offerings or invest in new technologies to attract high-net-worth clients.

Technology Adoption Utilizing cloud services like Amazon Web Services and a modern tech stack including WordPress, MySQL, and PHP positions Fidelis for enhanced digital engagement, making it an attractive partner for tech-driven financial solutions.

Market Positioning Operating within a competitive industry alongside giants such as Fidelity, Charles Schwab, and Vanguard, Fidelis can leverage its personalized, fee-only model to appeal to clients seeking tailored financial planning services.

Revenue Potential With estimated revenues between one to ten million dollars, Fidelis has room for scaling its client base, especially by targeting affluent individuals and small institutions seeking bespoke financial advice.

Similar companies to Fidelis Financial Planning, LLC

Fidelis Financial Planning, LLC Tech Stack

Fidelis Financial Planning, LLC uses 8 technology products and services including Amazon Web Services, Google Hosted Libraries, WordPress, and more. Explore Fidelis Financial Planning, LLC's tech stack below.

Amazon Web Services
Cloud Hosting
Google Hosted Libraries
Content Delivery Network
WordPress
Content Management System
MySQL
Database
PHP
Programming Languages
Bluehost
Web Hosting
Endurance Page Cache
Web Platform Extensions
Apache
Web Servers

Media & News

Fidelis Financial Planning, LLC receives financing of $20M in debt financing.
Fidelis Financial Planning Llc, Limited Liability Company just released form D because of $20.00 million debt financing.
May 13, 2019 | makdaily.com

Fidelis Financial Planning, LLC's Email Address Formats

Fidelis Financial Planning, LLC uses at least 1 format(s):

Fidelis Financial Planning, LLC Email Formats	Example	Percentage
FLast@fidelisfp.com	JDoe@fidelisfp.com	33%
LastFi@fidelisfp.com	DoeJo@fidelisfp.com	17%
FLast@fidelisfp.com	JDoe@fidelisfp.com	33%
LastFi@fidelisfp.com	DoeJo@fidelisfp.com	17%

Frequently Asked Questions

Where is Fidelis Financial Planning, LLC's headquarters located?

Fidelis Financial Planning, LLC's main headquarters is located at St. Charles, Missouri 63304 United States. The company has employees across 1 continents, including North America.

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.

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

Fidelis Financial Planning, LLC's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

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

As of February 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 Amazon Web ServicesGoogle Hosted LibrariesWordPressMySQLPHPBluehostEndurance Page CacheApache.

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 jQuery, Font Awesome, Shopify, Open Graph, Google Fonts API.

Financial ServicesMissouri, United States2-10 Employees

Fidelis is a fee-only financial planning firm.  We assist our clients with the complex process of planning for their life goals.  We offer our services on an hourly basis, as well as a percentage of assts under management.  We can assist our clients on a specifc focus plan or with comprehensive plannig and portfolio management services.