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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.

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

Fidelis Financial Planning, LLC Global Highlights

Location
Employees

North America
5

Minus sign iconPlus sign icon
  • United States Of America
    5

Fidelis Financial Planning, LLC's Leadership

  • Partner/Owner at Fidelis Financial Planning, LLC
    J. L.
    Partner/Owner
    Mobile Phone
  • Owner at Fidelis Financial Planning, LLC
    J. D. W.
    Owner
    Mobile Phone
  • Solutions Principal at Fidelis Financial Planning, LLC
    J. W.
    Solutions Principal
    Mobile Phone
  • Client Services at Fidelis Financial Planning, LLC
    D. W.
    Client Services
    Mobile Phone
  • Administrative Assistant at Fidelis Financial Planning, LLC
    J. H.
    Administrative Assistant
    Mobile Phone

Fidelis Financial Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Community & Social Services
  • Other

Contact profiles from Fidelis Financial Planning, LLC

Name
Title
Contact
Location
Last Update
  • Partner/Owner at Fidelis Financial Planning, LLC
    J. L.
    Partner/Owner
    Mobile Phone
    United States, Missouri
    Jun 25, 2026
  • Owner at Fidelis Financial Planning, LLC
    J. D. W.
    Owner
    Mobile Phone
    United States, Missouri
    Jun 06, 2025
  • Solutions Principal at Fidelis Financial Planning, LLC
    J. W.
    Solutions Principal
    Mobile Phone
    UNITED STATES
    Jul 13, 2023
  • Client Services at Fidelis Financial Planning, LLC
    D. W.
    Client Services
    Mobile Phone
    United States
    Apr 14, 2026
  • Administrative Assistant at Fidelis Financial Planning, LLC
    J. H.
    Administrative Assistant
    Mobile Phone
    United States, Missouri
    Feb 24, 2024

Frequently Asked Questions

What is Fidelis Financial Planning, LLC known for?

Minus sign iconPlus sign iconFidelis Financial Planning, LLC was founded in 1992 and operates in the Financial Services industry. You can contact Fidelis Financial Planning, LLC's 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?

Minus sign iconPlus sign iconFidelis Financial Planning, LLC employees' email format typically follows the pattern of FLast@fidelisfp.com. 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?

Minus sign iconPlus sign iconFidelis Financial Planning, LLC has approximately 2 employees as of September 2026. These team members are located across 1 continents, including North America.

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

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As of September 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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