Fireside Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,717,284
Total clients
42
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$421,840
About
Fireside Financial Planning, Inc. is a small, independent advisory firm that provides written financial plans and both discretionary and non‑discretionary portfolio management for individuals, trusts, small businesses and a range of institutional clients. As of December 31, 2025 the firm reported $17,717,284 in assets under management across 70 accounts, and its services include ongoing asset supervision as well as one‑time or periodic financial planning engagements.
The firm develops plans through in‑depth client interviews and questionnaires, covering personal, tax and cash‑flow matters, death and disability planning, retirement projections and investment analysis, and coordinates implementation with attorneys, accountants and insurance agents when appropriate. Investment work draws on charting, fundamental, technical and cyclical analysis and generally favors professionally managed mutual funds, ETFs and ETNs with a long‑term orientation while allowing short‑term or occasional trading where warranted.
One distinctive aspect of the practice is its work for corporate pension and profit‑sharing plans, charitable institutions and other institutional clients — a service set that is less common among solo independent advisers. The principal also maintains an ongoing tax preparation, consultation and representation practice that may occupy a substantial portion of his time, which can provide integrated tax and investment advice while also affecting advisor availability.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
General tax planning
Fee options
$250 per hour in 12-minute increments; minimum fee $50
Fee-only: Financial planning fees range from $500 to $5,000; Consultation fee is $250/hour with $50 minimum; Retainer fees apply as deposits.
Main office location
Fireside Financial Planning, Inc.
1975 Hamilton Avenue, Suite 6 A
San Jose CA 95125-5630, United States
Number of offices
1
Most active in
Fireside Financial Planning, Inc. 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:
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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.
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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
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