Fidelis Financial Planning, LLC fees and pricing
Financial planner in Saint Charles, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 16, 2026, Fidelis Financial Planning, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Should services be terminated, fees will be prorated based on the amount of work completed at a rate of $500/hour and any unearned fees paid in advance will be refunded.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fidelis Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed on a quarterly basis.”
- “Clients may also elect to be billed directly for fees or to authorize for fees to be directly debited from client’s account(s).”
- “Management fees are prorated for each capital contribution and withdrawal over $10,000 that is made during the applicable calendar quarter (with no adjustments for de minimis contributions and withdrawals).”
How Fidelis Financial Planning, LLC’s fees compare
- Its hourly rate of $500 is above the Missouri median of $250. 92% of the 88 other Missouri planners that publish an hourly rate charge less.
About Fidelis Financial Planning, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.2% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 149
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $160,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141698
- Phone
- (636) 922-9252
Other planners in Saint Charles that publish fees
- Oakview Wealth Solutions LLCSaint Charles$180/hr
- 25 FinancialSaint Louis$2,000-$5,000
- 360 IraSt. Charles$99-$10,000
- 80/20 Financial ServicesOzark$240/hr, $1,000-$7,000
- Adk Wealth Advisory GroupSt. Louis$250-$4,000
- Alpine Private WealthSaint Louis$333, $4,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.