Fidelis Financial Planning
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +16369229252 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | 35+ Years In The Financial Services |
| Founded | 1992 |
| Employees | 1-10 |
| Socials |
Key Contact at Fidelis Financial Planning
Jack D. White
Owner
Fidelis Financial Planning Email Formats
Fidelis Financial Planning uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@fidelisfp.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fidelisfp.com | 100% |
About Fidelis Financial Planning
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.
Fidelis Financial Planning revenue & valuation
| Annual revenue | $13,800,000 |
| Revenue per employee | $6,865,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $44,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Fidelis Financial Planning has never raised funding before.
Fidelis Financial Planning Tech Stack
Discover the technologies and tools that power Fidelis Financial Planning's digital infrastructure, from frameworks to analytics platforms.
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Blogs
Australia
Netherlands
Frequently asked questions
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