Fee-only adviser · Montgomeryville, PA
Fidelity Federal Planning Corp.
Fidelity Federal Planning Corp. is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Montgomeryville, Pennsylvania. On its latest Form ADV, filed February 14, 2026, it reports $3.4M in regulatory assets under management, 15 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 114873 |
| Office | 105 Montgomery Ave Suite 1051 Montgomeryville, PA 18936 |
| Phone | (267) 625-6808 |
| Website | Not listed |
| Regulatory assets under management | $3.4M ($1.6M discretionary) |
| Individual clients | 13 non-high-net-worth, 2 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Montgomeryville
- Blbb Advisors $3.3B
- Prepared Retirement Institute LLC $308M
See all 3 fee-only advisers in Montgomeryville →
Nearby
- North Wales 1 firm
- Ambler 4 firms
- Lower Gwynedd 1 firm
- Lansdale 1 firm
- Horsham 1 firm
- Blue Bell 5 firms
- Fort Washington 1 firm
- Doylestown 8 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Fidelity Federal Planning Corp.? Update this listing.