Fire Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,945,700
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
65
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$768,395
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Fee options
Financial Planning Services: $700/month for first 12 months, then $600/month ongoing; Additional services with monthly flat fees: Retirement Cash Flow Planning $250/month, 401(k) Liaison $175-$1,000/month.
Under $100,000 - $100,000: 1.50% annually $100,000 - $1,000,000: 1.00% annually Over $1,000,000 - > $1,000,000: 1.00% on first $1M, 0.75% on amount above $1M
Financial Planning Services billed monthly at flat monthly rates; Additional Services billed monthly with minimum 12-month commitment.
Account minimum: $200,000 (may be waived at Advisor's discretion) Minimum fee: Monthly flat fees for Professional In-house Investment Management ranging from $200 to $3,000 depending on asset levels Fee-only: Fee-only comprehensive financial planning and investment advisory services; no commissions received.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Main office location
Fire Wealth Management, LLC
328 A S 6 Th Street
Mayfield KY 42066-2310, United States
Number of offices
1
Forms ADV
Quick links
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