Fireside Finances, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
—
About
Fireside Finances works primarily with employers to deliver ongoing financial wellness programs and with individuals who seek hourly financial planning or investment consulting. Services include employee workshops and seminars (both entity-sponsored and public), 401(k) plan review and consulting, and targeted one-off advice such as stock option and retirement-account analysis.
The firm’s client work is education-centered and consultative, emphasizing low-cost, diversified investments (primarily ETFs and low-cost mutual funds), tax-aware recommendations, and adjustments to asset allocation based on risk tolerance and goals. Fireside Finances does not manage client assets, hold custody, or exercise trading discretion; implementation of recommendations is left to clients.
What is distinctive is the combination of recurring employer programs and public seminar offerings with direct hourly consulting for individuals, plus a formal process to vet and provide short lists of other advisers for client follow-up—practices that are uncommon for firms in this category. The firm also relies on an educational orientation informed by its principal’s academic teaching activities, and it explicitly does not rely on percentage-of-assets fees.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Financial consulting
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
College savings (529s, UTMA, etc.)
Social Security optimization
Business succession planning
Occupation focus
Founder/Business Owner
Fee options
$1,500 to $5,000 (entity sponsored seminars, fixed fee negotiated); $15 to $150 per person (public seminars)
$350 per hour
$5,000 to $750,000 (ongoing wellness programs, fees vary by program size and complexity)
Fee-only: $350 per hour (hourly fee for financial planning and investment consulting)
Main office location
Fireside Finances, LLC
2624 Eagle Ave.
Alameda CA 94501, United States
Number of offices
1
Most active in
Fireside Finances, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
-
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.
-
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.
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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.
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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
Quick links
LinkedIn
Facebook
X
Instagram
Website
(916) 538-5351
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