0001739521-19-000002.txt : 20190513 0001739521-19-000002.hdr.sgml : 20190513 20190510205337 ACCESSION NUMBER: 0001739521-19-000002 CONFORMED SUBMISSION TYPE: D/A PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c FILED AS OF DATE: 20190513 DATE AS OF CHANGE: 20190510 EFFECTIVENESS DATE: 20190513 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/A SEC ACT: 1933 Act SEC FILE NUMBER: 021-312151 FILM NUMBER: 19816643 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/A 1 primary_doc.xml X0708 D/A 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 true 0001739521-19-000001 2018-08-09 true true false 50000 20000000 5838000 14162000 false 2 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 2019-05-10