0001739521-18-000001.txt : 20180511 0001739521-18-000001.hdr.sgml : 20180511 20180510195505 ACCESSION NUMBER: 0001739521-18-000001 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20180511 DATE AS OF CHANGE: 20180510 EFFECTIVENESS DATE: 20180511 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Fidelis Financial Planning LLC CENTRAL INDEX KEY: 0001739521 IRS NUMBER: 825103370 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-312151 FILM NUMBER: 18824616 BUSINESS ADDRESS: STREET 1: 1615 FORUM PLACE, #500 CITY: WEST PALM BEACH STATE: FL ZIP: 33401 BUSINESS PHONE: 561-623-0913 MAIL ADDRESS: STREET 1: 1615 FORUM PLACE, #500 CITY: WEST PALM BEACH STATE: FL ZIP: 33401 D 1 primary_doc.xml X0708 D LIVE 0001739521 Fidelis Financial Planning LLC 1615 FORUM PLACE, #500 WEST PALM BEACH FL FLORIDA 33401 561-623-0913 DELAWARE None None Limited Liability Company true 2018 Michael Furman c/o Fidelis Financial Planning LLC 1615 Forum Place, #500 West Palm Beach FL FLORIDA 33401 Executive Officer Pooled Investment Fund Other Investment Fund false Decline to Disclose 06c false true false true false 50000 20000000 0 20000000 false 0 0 true 0 Have not engaged, but may engage qualified broker-dealer(s) or outside salesperson(s) in connection with the Offering. 0 true false Fidelis Financial Planning LLC Michael C. Furman Michael C. Furman President 2018-05-10