Fireside Finances, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
Alameda CA
Advisors at this office
1
Most active in
California
Also doing business as
Fireside Finances · Fireside Finances, 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.
Forms ADV
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