What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Please note our privacy policy has changed. To view the policy, please go to https://corporate.thryv.com/privacy/

      Details

      General Info

      Need honest, straightforward advice about your investments or financial goals? We are a local, experienced, independent financial planning firm for the middle market investor. We develop your Personal Financial Goal Plan and if you choose so, we implement, manage and monitor the Plan for you. Our structured investing philosophy is based on 80+ years of financial market data and Nobel-Prize winning economic research. Our services are Fee-Only™ which means we get no commissions, receive no referral fees, and sell no products. We are experienced investment advisors and sign a Fiduciary Oath pledging to always put your interests first.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 636-922-9252

      ExtraTollFree - 888-902-9252

      Address:
      42 Portwest Ct Saint Charles, MO 63303
      Email:

      Link:

      http://www.fidelisfp.com

      Categories
      Financial Planners, Financial Planning Consultants, Financial Services
      Services / Products
      Need honest, straightforward advice about your investments or financial goals? We are a local, experienced, independent financial planning firm for the middle market investor. We develop your Personal Financial Goal Plan and if you choose so, we implement, manage and monitor the Plan for you. Our structured investing philosophy is based on 80+ years of financial market data and Nobel-Prize winning economic research. Our services are Fee-Only™ which means we get no commissions, receive no referral fees, and sell no products. We are experienced investment advisors and sign a Fiduciary Oath pledging to always put your interests first. Comprehensive Financial Plan Portfolio Evaluation Retirement, 401(k) Pension Plan, Estate Plan IRA Rollovers Inheritance Business Valuations Asset allocated Portfolios Hourly advice upon request Advisory services offered through Fidelis Financial Planning LLC, a Missouri Registered Investment Advisory Firm.
      Location
      Conveniently located at Hwy 94 and the Page Extension (MO-364)
      Neighborhood
      Saint Charles
      Amenities
      Call for a complimentary Discovery Meeting. It's FREE
      Accreditation

      NAPFA and FPA

      Associations
      National Assoc. Personal Financial Advisors (NAPFA) Financial Planning Assoc. (FPA) Fee-Only™ CERTIFIED FINANCIAL PLANNER® (CFP®)
      Data provided by one or more of the following: Thryv, Data Axle, Yext.