Active
FIDELIS FINANCIAL PLANNING, LLC
Investment Advice|SAINT CHARLES, MO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$142M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 142.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 141698 |
| SEC Number | 801-131701 |
| Street Address | 42 PORTWEST CT |
| Location | SAINT CHARLES, MO 63303-5958 |
| Country | United States |
| Phone | 636-922-9252 |
| Fax | 314-754-9165 |
| Total Employees | 3 |
Client Count by Type (149 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 89 |
| High Net Worth Individual… | 60 |
Community Partners
CITY OF COTTLEVILLE
CITY OF FORISTELL
CITY OF LAKE SAINT LOUIS
CITY OF NEW MELLE
CITY OF O'FALLON
CITY OF PORTAGE DES SIOUX
CITY OF ST CHARLES
CITY OF ST PAUL
CITY OF ST PETERS
CITY OF WELDON SPRING
COUNTY OF ST CHARLES
TOWN OF AUGUSTA
TOWN OF WELDON SPRING HEIGHTS
TOWN OF WEST ALTON
VILLAGE OF JOSEPHVILLE
CITY OF COTTLEVILLE
CITY OF FORISTELL
CITY OF LAKE SAINT LOUIS
CITY OF NEW MELLE
CITY OF O'FALLON
CITY OF PORTAGE DES SIOUX
CITY OF ST CHARLES
CITY OF ST PAUL
CITY OF ST PETERS
CITY OF WELDON SPRING
COUNTY OF ST CHARLES
TOWN OF AUGUSTA
TOWN OF WELDON SPRING HEIGHTS
TOWN OF WEST ALTON
VILLAGE OF JOSEPHVILLE
CITY OF COTTLEVILLE
CITY OF FORISTELL
CITY OF LAKE SAINT LOUIS
CITY OF NEW MELLE
CITY OF O'FALLON
CITY OF PORTAGE DES SIOUX
CITY OF ST CHARLES
CITY OF ST PAUL
CITY OF ST PETERS
CITY OF WELDON SPRING
COUNTY OF ST CHARLES
TOWN OF AUGUSTA
TOWN OF WELDON SPRING HEIGHTS
TOWN OF WEST ALTON
VILLAGE OF JOSEPHVILLE
Municipal Government
15 Active
15
Organizations
AUGUSTA FIRE PROTECTION DISTRICT
BARATHAVEN TRANSPORTATION DEVELOPMENT DISTRICT
BOSCHERTS LANDING TRANSPORTATION DEVELOPMENT DISTRICT
CENTRAL COUNTY FIRE AND RESCUE
COTTLEVILLE FIRE PROTECTECTION DISTRICT
CROWN TRANSPORTATION DEVELOPMENT DISTRICT
DARDENNE CREEK DRAINAGE DISTRICT 3
DARDENNE TOWN SQUARE TRANSPORTATION DEVELOPMENT DISTRICT
DARST BOTTOM LEVEE DISTRICT
DUCKETT CR SEWER DISTRICT
FIRST CAPITOL DRIVE TDD
HANCOCK BOTTOMS DRAINAGE DISTRICT
HAWK RIDGE TRANSPORTATION DEVELOPMENT DISTRICT
HUTCHINGS FARM PLAZA TRANSPORTATION DEVELOPMENT DISTRICT
JUNCTION TRANSPORTATION DEVELOPMENT DISTRICT
KINGSMILL TRANSPORTATION DEVELOPMENT DISTRICT
LAKESIDE 370 LEVEE DISTRICT
LAKE ST LOUIS FIRE PROTECTION DISTRICT
MARK TWAIN MALL TRANSPORTATION DEVELOPMENT DISTRICT
MEGAN SHOPPES TRANSPORTATION DEVELOPMENT DISTRICT
AUGUSTA FIRE PROTECTION DISTRICT
BARATHAVEN TRANSPORTATION DEVELOPMENT DISTRICT
BOSCHERTS LANDING TRANSPORTATION DEVELOPMENT DISTRICT
CENTRAL COUNTY FIRE AND RESCUE
COTTLEVILLE FIRE PROTECTECTION DISTRICT
CROWN TRANSPORTATION DEVELOPMENT DISTRICT
DARDENNE CREEK DRAINAGE DISTRICT 3
DARDENNE TOWN SQUARE TRANSPORTATION DEVELOPMENT DISTRICT
DARST BOTTOM LEVEE DISTRICT
DUCKETT CR SEWER DISTRICT
FIRST CAPITOL DRIVE TDD
HANCOCK BOTTOMS DRAINAGE DISTRICT
HAWK RIDGE TRANSPORTATION DEVELOPMENT DISTRICT
HUTCHINGS FARM PLAZA TRANSPORTATION DEVELOPMENT DISTRICT
JUNCTION TRANSPORTATION DEVELOPMENT DISTRICT
KINGSMILL TRANSPORTATION DEVELOPMENT DISTRICT
LAKESIDE 370 LEVEE DISTRICT
LAKE ST LOUIS FIRE PROTECTION DISTRICT
MARK TWAIN MALL TRANSPORTATION DEVELOPMENT DISTRICT
MEGAN SHOPPES TRANSPORTATION DEVELOPMENT DISTRICT
AUGUSTA FIRE PROTECTION DISTRICT
BARATHAVEN TRANSPORTATION DEVELOPMENT DISTRICT
BOSCHERTS LANDING TRANSPORTATION DEVELOPMENT DISTRICT
CENTRAL COUNTY FIRE AND RESCUE
COTTLEVILLE FIRE PROTECTECTION DISTRICT
CROWN TRANSPORTATION DEVELOPMENT DISTRICT
DARDENNE CREEK DRAINAGE DISTRICT 3
DARDENNE TOWN SQUARE TRANSPORTATION DEVELOPMENT DISTRICT
DARST BOTTOM LEVEE DISTRICT
DUCKETT CR SEWER DISTRICT
FIRST CAPITOL DRIVE TDD
HANCOCK BOTTOMS DRAINAGE DISTRICT
HAWK RIDGE TRANSPORTATION DEVELOPMENT DISTRICT
HUTCHINGS FARM PLAZA TRANSPORTATION DEVELOPMENT DISTRICT
JUNCTION TRANSPORTATION DEVELOPMENT DISTRICT
KINGSMILL TRANSPORTATION DEVELOPMENT DISTRICT
LAKESIDE 370 LEVEE DISTRICT
LAKE ST LOUIS FIRE PROTECTION DISTRICT
MARK TWAIN MALL TRANSPORTATION DEVELOPMENT DISTRICT
MEGAN SHOPPES TRANSPORTATION DEVELOPMENT DISTRICT
Special District
47 Active
47
Organizations
FRANCIS HOWELL SCHOOL DIST R 3
FT ZUMWALT SCH DIST R II
ST CHARLES CO CMTY COLLEGE
ST CHARLES COMMUNITY COLLEGE
ST CHARLES CO SCH DIST R-5
ST CHARLES CO. SCHOOL DIST. R-6
ST. CHARLES R-VI SCHOOL DISTRICT
WENTZVILLE SCH DIST R 4
FRANCIS HOWELL SCHOOL DIST R 3
FT ZUMWALT SCH DIST R II
ST CHARLES CO CMTY COLLEGE
ST CHARLES COMMUNITY COLLEGE
ST CHARLES CO SCH DIST R-5
ST CHARLES CO. SCHOOL DIST. R-6
ST. CHARLES R-VI SCHOOL DISTRICT
WENTZVILLE SCH DIST R 4
FRANCIS HOWELL SCHOOL DIST R 3
FT ZUMWALT SCH DIST R II
ST CHARLES CO CMTY COLLEGE
ST CHARLES COMMUNITY COLLEGE
ST CHARLES CO SCH DIST R-5
ST CHARLES CO. SCHOOL DIST. R-6
ST. CHARLES R-VI SCHOOL DISTRICT
WENTZVILLE SCH DIST R 4
School District
8 Active
8
Organizations
10838 ST PETERS MEMORIAL
119 MINISTRIES
1718COUNTRY ACRES DRIVE
1ST MARINE DIVISION ASSOCIATION ST LOUIS CHAPTER
1ST ROYAL REGIMENT OF FOOTE
42 SAMAJ STL NFP
513 MINISTRIES
5280 WALK A MILE FOUNDATION
ABG CHARITABLE FOUNDATION INC
ABIGAIL ASSOCIATION INC
ACADEMY OF THE SACRED HEART
ADAS CIRCLE
ADVANCED CLEANING TECHNOLOGIES INC
AFFILIATED INTERNATIONAL
A FIGHTING CHANCE FOUNDATION CORP
AFRICAN AND CARIBBEAN FACES INC
AFTER HOURS COMMUNITY BAND
AIR FORCE ASSOCIATION
ALL THINGS NEW STC INC
ALL THINGS NEW STC, INC.
10838 ST PETERS MEMORIAL
119 MINISTRIES
1718COUNTRY ACRES DRIVE
1ST MARINE DIVISION ASSOCIATION ST LOUIS CHAPTER
1ST ROYAL REGIMENT OF FOOTE
42 SAMAJ STL NFP
513 MINISTRIES
5280 WALK A MILE FOUNDATION
ABG CHARITABLE FOUNDATION INC
ABIGAIL ASSOCIATION INC
ACADEMY OF THE SACRED HEART
ADAS CIRCLE
ADVANCED CLEANING TECHNOLOGIES INC
AFFILIATED INTERNATIONAL
A FIGHTING CHANCE FOUNDATION CORP
AFRICAN AND CARIBBEAN FACES INC
AFTER HOURS COMMUNITY BAND
AIR FORCE ASSOCIATION
ALL THINGS NEW STC INC
ALL THINGS NEW STC, INC.
10838 ST PETERS MEMORIAL
119 MINISTRIES
1718COUNTRY ACRES DRIVE
1ST MARINE DIVISION ASSOCIATION ST LOUIS CHAPTER
1ST ROYAL REGIMENT OF FOOTE
42 SAMAJ STL NFP
513 MINISTRIES
5280 WALK A MILE FOUNDATION
ABG CHARITABLE FOUNDATION INC
ABIGAIL ASSOCIATION INC
ACADEMY OF THE SACRED HEART
ADAS CIRCLE
ADVANCED CLEANING TECHNOLOGIES INC
AFFILIATED INTERNATIONAL
A FIGHTING CHANCE FOUNDATION CORP
AFRICAN AND CARIBBEAN FACES INC
AFTER HOURS COMMUNITY BAND
AIR FORCE ASSOCIATION
ALL THINGS NEW STC INC
ALL THINGS NEW STC, INC.
Nonprofit Organization
1211 Active
1211
Organizations
Community Partners120 organizations
CITY OF COTTLEVILLE
Municipal Government·SAINT CHARLES
CITY OF PORTAGE DES SIOUX
Municipal Government·PORTAGE DES SIOUX
CITY OF ST CHARLES
Municipal Government·SAINT CHARLES
TOWN OF WELDON SPRING HEIGHTS
Municipal Government·WELDON SPRING
TOWN OF WEST ALTON
Municipal Government·WEST ALTON
VILLAGE OF JOSEPHVILLE
Municipal Government·WENTZVILLE
AUGUSTA FIRE PROTECTION DISTRICT
Special District·AUGUSTA
BARATHAVEN TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
BOSCHERTS LANDING TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
CENTRAL COUNTY FIRE AND RESCUE
Special District·SAINT PETERS
CROWN TRANSPORTATION DEVELOPMENT DISTRICT
Special District·OFALLON
DARDENNE CREEK DRAINAGE DISTRICT 3
Special District·SAINT PETERS
DARDENNE TOWN SQUARE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
DARST BOTTOM LEVEE DISTRICT
Special District·DEFIANCE
FIRST CAPITOL DRIVE TDD
Special District·O FALLON
HANCOCK BOTTOMS DRAINAGE DISTRICT
Special District·AUGUSTA
HAWK RIDGE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
HUTCHINGS FARM PLAZA TRANSPORTATION DEVELOPMENT DISTRICT
Special District·COTTLEVILLE
JUNCTION TRANSPORTATION DEVELOPMENT DISTRICT
Special District·WENTZVILLE
KINGSMILL TRANSPORTATION DEVELOPMENT DISTRICT
Special District·CHESTERFIELD
LAKESIDE 370 LEVEE DISTRICT
Special District·SAINT LOUIS
MARK TWAIN MALL TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
MEGAN SHOPPES TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
MEXICO ROAD TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
MID RIVERS-N TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
NORTH COUNTY LEVEE DISTRICT
Special District·SAINT CHARLES
OLD TOWN SQUARE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·WENTZVILLE
RIVERS POINTE FIRE PROTECTION DISTRICT
Special District·WEST ALTON
SOUTH RIDGE TDD
Special District·O'FALLON
ST CHARLES CITY COUNTY LIBRARY DISTRICT
Special District·SAINT PETERS
ST CHARLES COUNTY AMBULANCE SERVICE
Special District·SAINT PETERS
ST CHARLES COUNTY CONVENTION AND SPORTS FACILITIES AUTHORITY
Special District·SAINT CHARLES
ST CHARLES COUNTY HOUSING AUTHORITY
Special District·SAINT CHARLES
ST CHARLES HOUSING AUTHORITY
Special District·SAINT CHARLES
ST CHARLES RIVERFRONT TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT CHARLES
ST PETERS DRAINAGE DISTRICT
Special District·SAINT PETERS
THE NEW TOWN AT ST CHARLES THEATRE AND CULTURAL ARTS DISTRICT
Special District·SAINT CHARLES
WENTZVILLE COMMONS CONNECTOR TDD
Special District·ST. LOUIS
WENTZVILLE II TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
WENTZVILLE INDUSTRIAL TDD
Special District·ST. LOUIS
WENTZVILLE PARKWAY I TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
WENTZVILLE THREE TRANS DEV DIST
Special District·SAINT LOUIS
WENTZVILLE TRANSPORTATION DEVELOPMENT DISTRICT
Special District·SAINT LOUIS
WINGHAVEN TRANSPORTATION DEVELOPMENT DISTRICT
Special District·O FALLON
ST CHARLES COMMUNITY COLLEGE
School District·SAINT PETERS
10838 ST PETERS MEMORIAL
Nonprofit Organization·Saint Peters
119 MINISTRIES
Nonprofit Organization·St Charles
1718COUNTRY ACRES DRIVE
Nonprofit Organization·SAINT PETERS
1ST MARINE DIVISION ASSOCIATION ST LOUIS CHAPTER
Nonprofit Organization·Saint Charles
1ST ROYAL REGIMENT OF FOOTE
Nonprofit Organization·St Charles
42 SAMAJ STL NFP
Nonprofit Organization·Saint Charles
513 MINISTRIES
Nonprofit Organization·Saint Charles
5280 WALK A MILE FOUNDATION
Nonprofit Organization·Saint Charles
ABG CHARITABLE FOUNDATION INC
Nonprofit Organization·ST CHARLES
ABIGAIL ASSOCIATION INC
Nonprofit Organization·SAINT PAUL
ACADEMY OF THE SACRED HEART
Nonprofit Organization·SAINT CHARLES
ADAS CIRCLE
Nonprofit Organization·Saint Charles
ADVANCED CLEANING TECHNOLOGIES INC
Nonprofit Organization·SAINT CHARLES
AFFILIATED INTERNATIONAL
Nonprofit Organization·WELDON SPRING
A FIGHTING CHANCE FOUNDATION CORP
Nonprofit Organization·St Charles
AFRICAN AND CARIBBEAN FACES INC
Nonprofit Organization·St Charles
AFTER HOURS COMMUNITY BAND
Nonprofit Organization·SAINT PETERS
AIR FORCE ASSOCIATION
Nonprofit Organization·Weldon Spring
ALL THINGS NEW STC INC
Nonprofit Organization·COTTLEVILLE
ALL THINGS NEW STC, INC.
Nonprofit Organization·COTTLEVILLE
ALOYS CROCKWELL UNIT 313 THE AMERICAN LEGION
Nonprofit Organization·Saint Peters
ALPHA-DELTA ZETA ALUMNI ASSOCIATION INC
Nonprofit Organization·St Charles
Alpha Iota Educational Foundation
Nonprofit Organization·Saint Charles
ALPHA PHI OMEGA
Nonprofit Organization·Saint Charles
ALSA INC
Nonprofit Organization·Saint Peters
ALTERNATIVE INTERVENTIONS INC
Nonprofit Organization·ST CHARLES
ALTOGETHER BEAUTIFUL MINISTRIES
Nonprofit Organization·Cottleville
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Saint Charles
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Saint Charles
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·St Charles
AMBASSADORS OF HARMONY FOUNDATION
Nonprofit Organization·ST CHARLES
AMBASSADORS OF LAKE ST LOUIS
Nonprofit Organization·LAKE SAINT LOUIS
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Saint Peters
AMERICAN INDUSTRIAL HYGIENE ASSOCIATION
Nonprofit Organization·LAKE SAINT LOUIS
AMERICAN INSTITUTE OF AERONAUTICS AND ASTRONAUTICS
Nonprofit Organization·Lake St Louis
AMERICAN LEGION
Nonprofit Organization·Lake St Louis
AMERICAN LEGION
Nonprofit Organization·AUGUSTA
AMERICAN LEGION
Nonprofit Organization·Saint Peters
AMERICAN LEGION AUXILIARY
Nonprofit Organization·St Charles
AMERICAN LEGION AUXILIARY UNIT 312
Nonprofit Organization·SAINT CHARLES
AMERICAN LEGION POST 213
Nonprofit Organization·SAINT PETERS
AMERICAN LEGION POST 312
Nonprofit Organization·ST CHARLES
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·St Charles
AMERICAN POSTAL WORKERS UNION AUXILIARY
Nonprofit Organization·St Charles
AMERICAN PUPPY FOUNDATION
Nonprofit Organization·St Charles
AMERICAN ROSE SOCIETY
Nonprofit Organization·Saint Charles
AMERICAN VETERANS OF WWII POST 106
Nonprofit Organization·SAINT PETERS
AMERICAN YOUTH ENTERTAINERS INC
Nonprofit Organization·Saint Peters
A MISSION OF HOPE FROM JESUS HOUSE
Nonprofit Organization·St Charles
AMVET POST 106 RIDERS
Nonprofit Organization·Saint Peters