Fidelity Federal Planning Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,409,802
Total clients
15
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$227,320
About
Fidelity Federal Planning Corp. provides investment advisory and portfolio management services to individuals, trusts, corporations and qualified retirement plans, and acts as a 3(21) ERISA fiduciary for plan clients. The firm manages a modest number of accounts—about $3.41 million across 19 accounts—and typically recommends mutual funds, ETFs, individual equities and bonds.
FFPC evaluates clients’ financial information, liquidity needs, tax objectives and risk tolerance to build asset allocation models and conducts quarterly rebalancing when allocations drift from the model. The firm offers both discretionary and non-discretionary arrangements, meets periodically with clients to review performance, and allows clients to execute trades through custodians such as TD Ameritrade Institutional.
Notably, FFPC emphasizes a non-discretionary orientation—clients are often free to implement or decline recommendations and retain proxy-voting authority—an approach that is less common among independent advisers. The firm is also atypical in that its principal operates an unrelated hypnotherapy practice (Achieve Hypnotherapy) and reports spending a substantial portion of his time on that business, which, together with the small scale of the advisory business, distinguishes its operational profile from many peers.
Client services
Expertise
Fee options
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.
Main office location
Fidelity Federal Planning Corp.
105 Montgomery Ave, Suite 1051
Montgomeryville PA 18936, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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