What departments does Fidelis Financial Planning, LLC have?

Fidelis Financial Planning, LLC has employees across 1 departments including Solutions Engineering.

What is the largest department at Fidelis Financial Planning, LLC?

The largest department at Fidelis Financial Planning, LLC is Solutions Engineering with 1 employees.

Where are Fidelis Financial Planning, LLC employees located globally?

Fidelis Financial Planning, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Fidelis Financial Planning, LLC's team size changed over time?

Fidelis Financial Planning, LLC's team has remained stable from approximately 2 to 2 employees based on available data.

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Fidelis Financial Planning, LLC Employee Directory

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.

Fidelis Financial Planning, LLC Global Highlights

North America
5

United States Of America
5

Fidelis Financial Planning, LLC's Leadership

J. L.
Partner/Owner
Mobile Phone
Email
J. D. W.
Owner
Mobile Phone
Email
J. W.
Solutions Principal
Mobile Phone
Email
D. W.
Client Services
Mobile Phone
Email
J. H.
Administrative Assistant
Mobile Phone
Email

Fidelis Financial Planning, LLC Employee Metrics

100%

50%

2026

2025

Business
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Fidelis Financial Planning, LLC

Name

Title

Contact Info

Location

Last Update

J. L.
Partner/Owner
Mobile Phone
Email
United StatesMissouri
Jun 25, 2026
J. D. W.
Owner
Mobile Phone
Email
United StatesMissouri
Jun 06, 2025
J. W.
Solutions Principal
Mobile Phone
Email
UNITED STATES
Jul 13, 2023
D. W.
Client Services
Mobile Phone
Email
United States
Apr 14, 2026
J. H.
Administrative Assistant
Mobile Phone
Email
United StatesMissouri
Feb 24, 2024

Frequently Asked Questions

What is Fidelis Financial Planning, LLC known for?

Fidelis Financial Planning, LLC was founded in 1992 operates in the Financial Services industry. The company's main headquarters is located in St. Charles, Missouri 63304 United States; you can contact the main corporate office by phone at

+1-636-922-****

. Explore Fidelis Financial Planning, LLC's company overview page for more information.

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

Fidelis Financial Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fidelis Financial Planning, LLC email formats with LeadIQ.

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

Fidelis Financial Planning, LLC has approximately 2 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Fidelis Financial Planning, LLC's key employees and leadership?

As of April 2026, Fidelis Financial Planning, LLC's key employees include:

Partner/Owner: J. L.
Owner: J. D. W.
Solutions Principal: J. W.
Client Services: D. W.
Administrative Assistant: J. H.

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Fidelis Financial Planning, LLC Employee Directory

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