Fireside Financial Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
1975 Hamilton Avenue, Suite 6 A
San Jose CA 95125-5630
Advisors at this office
1
Most active in
California
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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