Fireside Capital Advisors

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Client assets under management

$226,445,491

Clients

140

31% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,617,468

About

Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning as part of its services and can deliver either discretionary portfolio management or project-based work billed hourly.

Portfolios are tailored to each client’s goals and risk parameters and implemented using a globally diversified mix of asset classes, a combination of third‑party managers and publicly traded securities, and ongoing monitoring of managers’ strategy and personnel. The firm’s approved strategies include long- and short-term holdings, active trading, option strategies (including covered and uncovered positions), and short sales, and it allows clients to impose investment restrictions on their accounts.

Fireside operates with a small advisory team while managing roughly $236.6 million across about 140 client relationships, a higher AUM-per-advisor profile than many peers, and it also uses a promoter to refer clients. Distinctive operational features include a fee‑only, unaffiliated structure, use of standing letters of authorization that create limited custody beyond fee deduction, reliance on a Charles Schwab custodial relationship without formal soft‑dollar arrangements, and the firm does not vote client proxies.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $1,000,000: 1.0% (or 1.5% flat rate for portfolios under $1,000,000) $1,000,001 - $3,000,000: 0.8% $3,000,001 - $5,000,000: 0.6% $5,000,001 - $20,000,000: 0.4% Over $20,000,000+: Negotiated

Project-based

Customary hourly fee of $300 for certain services such as financial planning without asset management and specific investment valuation analysis

Other

Minimum fee: Portfolios under $1,000,000 may be charged a flat rate of 1.5% Fee-only: Fee-only advisory services with no commissions or product sales

Main office location

Fireside Capital Advisors

14785 Preston Road, Suite 590

Dallas TX 75254, United States

Number of offices

Most active in

California · Florida · Louisiana · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 469-357-6370

Advisors at this firm

Jordan Y

Series 65

Dallas, TX

Fireside Capital Advisors

Jordan Young is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Fireside Capital Advisors, he worked at DEPCOM Power, Inc., where he is involved in operations, supply chain, and finance support. He also has experience at American Airlines and the W.P. Carey School of Business at Arizona State University. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning services with a focus on individualized, globally diversified portfolios using mutual funds, ETFs, individual securities, and professional money managers.

Active portfolio management Options & derivatives strategies

Rebecca W

Series 65

Dallas, TX

Fireside Capital Advisors

Rebecca Wynne is a financial advisor at Fireside Capital Advisors in Dallas, TX, holding a Series 65 credential with one year of industry experience. Her prior work includes roles at Salesforce and JPMorgan Chase, spanning over a decade in total. Outside of her advisory role, she is a partner in 6771, LLC, overseeing personal apartment rentals. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning, building globally diversified portfolios with a range of investment strategies and no account minimum.

Active portfolio management Options & derivatives strategies

Timothy D

CFA®, Series 65

Dallas, TX

Fireside Capital Advisors

Timothy Dwight is a CFA® charterholder and holds a Series 65 license, with 21 years of experience in the financial advisory industry. He is currently with Fireside Capital Advisors in Dallas, TX, where he has worked since 2019, including its predecessor entities. Outside of his advisory role, he is a partner in 6771, LLC, a company that owns residential rental properties. Fireside Capital Advisors is a fee-only wealth management firm serving individuals, trusts, pension plans, and select institutional clients. The firm offers portfolio management and financial planning services, building globally diversified portfolios through mutual funds, ETFs, individual securities, and professional money managers.

Active portfolio management Options & derivatives strategies

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