Advisor at Fidelity Federal Planning Corp.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fidelity Federal Planning Corp.
Location
Montgomeryville, PA 18936
Credentials
ChFC®, Series 63
Industry experience
22 years
Thomas Laessig is a financial advisor with Fidelity Federal Planning Corp. in Montgomeryville, PA. He holds the ChFC® and Series 63 designations and has 22 years of industry experience. In addition to his advisory role, he serves as general manager of 401K Data Warehouse, LLC, a software provider he helped establish in 2000. Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations, and qualified retirement plans, acting as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts and emphasizes a non-discretionary approach, allowing clients to implement or decline recommendations and retain proxy-voting authority.
Less than $750,000 - $749,999: 0.60% - 1.00% $750,001 - $1,500,000: 0.40% - 0.80% $1,500,001 - $3,000,000: 0.20% - 0.60% Over $3,000,000+: Negotiable
Fee-only: Annual fees based on percentage of assets under management as per tiered fee schedule.
105 Montgomery Ave, Suite 1051, P.O. Box 588
Montgomeryville, PA 18936
Pennsylvania
401K Data Warehouse, LLC
2000 - Present (26 years)
Fidelity Federal Planning Corp.
1995 - Present (31 years)
Fidelity Federal Retirement Plans
1992 - 2020 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Lawyer
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Real estate agent
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Other specialized services
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