Fireside Capital Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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
Customary hourly fee of $300 for certain services such as financial planning without asset management and specific investment valuation analysis
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
14785 Preston Road, Suite 590
Dallas TX 75254
Advisors at this office
4
Most active in
California · Florida · Louisiana · Texas
Also doing business as
Fireside Capital Advisors · Springvest Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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, he has worked at DEPCOM Power, Inc. since 2019 and previously at American Airlines, Inc. from 2016 to 2019. Outside of advising, he is involved in operations, supply chain, and finance support at DEPCOM Power, an energy solutions company. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and manages portfolios tailored to clients’ goals and risk parameters using a globally diversified mix of asset classes and a variety of investment 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.
Timothy D
CFA®, Series 65
Dallas, TX
Fireside Capital Advisors
Timothy Dwight is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been affiliated with Fireside Capital Advisors and its predecessor entities since 2015. Outside of his advisory role, he is a partner in 6771, LLC, which owns residential rental property. Fireside Capital Advisors provides fiduciary, fee-only wealth and portfolio management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers personalized financial planning and utilizes a globally diversified mix of asset classes, combining third-party managers and publicly traded securities to tailor portfolios to clients’ goals and risk tolerance.
Joseph P
Dallas, TX
Fireside Capital Advisors
Joseph Penner is a financial advisor at Fireside Capital Advisors in Dallas, TX, with 33 years of industry experience. He has been with Fireside Capital Advisors and its predecessor entities since 2015. 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, utilizing globally diversified portfolios and a range of investment strategies tailored to client needs.
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