A complete list of active advisors currently associated with Fireplace Financial Inc

Warmer can help you find a great advisor at Fireplace Financial Inc or one who fits your needs even better.

Fireplace Financial Inc. serves primarily individual clients — including professionals, executives, business owners, and families — offering comprehensive financial planning, retirement and specialty planning, and access to third‑party asset management. The firm also provides accounting, payroll, and tax preparation services through its principal, who holds CPA and Enrolled Agent credentials. Fireplace Financial conducts suitability and risk‑tolerance analyses and proposes portfolios; clients may implement recommendations themselves or place accounts into Morningstar-managed wrap programs, with Morningstar acting as the portfolio manager. The firm reports its assets as primarily non‑discretionary and generally does not execute trades or sponsor its own portfolio management, leaving custody and trade execution choices to the client‑selected custodian or third‑party manager. Noteworthy features include the combination of tax and accounting services alongside advisory work and the principal’s licensure to sell insurance products, practices that can introduce commission conflicts the brochure discloses. The firm is a recently registered RIA with a small client base and a business model that relies on third‑party (Morningstar) management and non‑discretionary client decision‑making rather than in‑house discretionary portfolio management.

To learn more about the advisors currently working at Fireplace Financial Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.