Fidelis Financial Planning, Llc
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.
7-day free trial · no credit card
Verified contacts
3
available on Kipplo
LinkedIn employees
1 to 10
headcount range
Open roles
—
no listings
Distinct roles
3
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 3 verified contacts at Fidelis Financial Planning, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JL
Jeff Laughlin
Partner Owner · General Business & Management
EmailPhone - JD
Jack D. White
Founder · General Business & Management
EmailPhone
Showing 2 of 3 verified contacts
Top roles at Fidelis Financial Planning, Llc
3 distinct titles indexed · top 3 shown.
- 1founder
- 1owner
- 1partner owner
Sign up to unlock all 3 contacts at Fidelis Financial Planning, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 3 verified contacts at Fidelis Financial Planning, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.