Fidelis Financial Planning, LLC Employee Directory

Q: What is Fidelis Financial Planning, LLC known for?

Fidelis Financial Planning, LLC was founded in 1992. Fidelis Financial Planning, LLC operates in the Financial Services industry.

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.

Find Fidelis Financial Planning, LLC employees' phone numbers or email addresses

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
Nov 20, 2025
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
Oct 21, 2025
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 February 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 February 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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