Advisor at Fireplace Financial Inc
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
Fireplace Financial Inc
Location
Murrieta, CA
Credentials
Series 63, Series 66
Industry experience
22 years
Nalin Bhatt is a financial advisor at Fireplace Financial Inc with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including SA Stone Investment Advisors Inc., Quest Capital Strategies, and Fireplace Financials and INS Services. Outside of advising, he owns and operates a bookkeeping and tax preparation business as a certified public accountant. Fireplace Financial serves individual clients by providing financial planning and access to third-party managed portfolios, combining professional accounting and tax services with licensed insurance activities. The firm typically operates on a non-discretionary basis and uses a multifaceted investment process drawing on behavioral, charting, cyclical, fundamental, and technical analysis.
Based on Fireplace Financial Inc
Financial planning flat fees range from $500 to $5,000 depending on plan type; fixed-fee consulting based on $200 per hour
$0 - $500,000: Up to 1.50% total program fee $500,001 - $1,000,000: Up to 1.20% total program fee $1,000,001 - $2,000,000: Up to 1.00% total program fee $2,000,001+: Up to 0.55% total program fee
Approximately $200 per hour for consulting services and financial planning
Fee-only: Financial planning fees from $500 to $5,000 flat fee; subscription fees from $49 to $499 per month; hourly consulting fees approximately $200 per hour; fixed-fee consulting based on $200 per hour
Murrieta, CA
California
SA Stone Investment Advisors Inc.
2019 - Present (7 years)
SA Stone Wealth Management Inc.
2019 - Present (7 years)
Quest Capital Strategies
2007 - Present (19 years)
Fireplace Financials and INS Services
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Temecula, CA
Granite Wealth Advisors
CFP®, Series 66
Temecula, CA
GC Asset Management
Series 63, Series 65
Temecula, CA
Corcoran Wealth Management LLC
Series 66
Murrieta, CA
Athena Wealth Management
Series 63, Series 66
Temecula, CA
Grape Modern Wealth Management
Series 65
Temecula, CA
AMB Financial LLC
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