A complete list of active advisors currently associated with Fireside Capital Advisors

Warmer can help you find a great advisor at Fireside Capital Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fireside Capital Advisors, 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.