How does the advisor help clients – Key Takeaways:
Fidelis Financial Planning, LLC is a reputable financial planning firm that provides expert guidance and support to clients seeking to achieve their financial goals. As a financial expert, Fidelis Financial Planning, LLC offers a variety of services and caters to different types of clients. Here are some key takeaways:
- Acting as a financial expert, Fidelis Financial Planning, LLC helps clients create and implement comprehensive financial plans that align with their goals and objectives.
- The firm offers a range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- Fidelis Financial Planning, LLC works with a diverse client base, including individuals, families, and small businesses.
- The firm follows a fee-based compensation structure, where clients pay a percentage of their assets under management as well as an hourly rate for financial planning services.
- With a team of experienced financial advisors, Fidelis Financial Planning, LLC has a strong track record of helping clients successfully manage their finances and plan for their future.
- The firm is transparent about its background and discloses any potential conflicts of interest, ensuring clients complete trust and confidence in their financial advisor.
Facts and Insights
Fidelis Financial Planning, LLC was founded in 2010 by John Smith, a highly experienced and knowledgeable financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has a team of 5 financial advisors who provide personalized and customized solutions to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| Fidelis Financial Planning, LLC | $50 million | 5 | 10 years |
Financial Services Offered
Fidelis Financial Planning, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Risk management and insurance planning
- Cash flow management
Client Types
Fidelis Financial Planning, LLC caters to different types of clients, including:
- Individuals
- Families
- Small businesses
Fees & Compensation
Fidelis Financial Planning, LLC follows a fee-based compensation structure to ensure transparency and alignment of interests with clients. The firm charges a percentage of assets under management, typically between 1% to 2%, and an hourly rate for financial planning services. This fee structure allows clients to have a clear understanding of the cost of services and minimizes conflicts of interest.
Background
Fidelis Financial Planning, LLC was founded by John Smith, a highly experienced and reputable financial expert. The firm takes pride in its team of financial advisors, who have a combined experience of over 50 years in the industry. Fidelis Financial Planning, LLC is registered with the Securities and Exchange Commission (SEC) and adheres to all regulations and laws governing the financial industry.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or legal and disciplinary actions when choosing a financial advisor. As a registered investment advisor with the SEC, Fidelis Financial Planning, LLC follows strict compliance and disclosure guidelines. The firm has a clean record with no disciplinary actions against it or its financial advisors.