Fireside Capital Advisors fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, Fireside Capital Advisors charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“FCA’s customary hourly fee is $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fireside Capital Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For accounts with which our management begins during a calendar quarter, fees will be prorated for the number of days remaining in the initial quarterly period.”
- “Fees are negotiable depending on a client’s particular needs for our services and therefore will vary from client to client.”
- “If an agreement is terminated during a calendar quarter, FCA will return pro-rata any fees collected in advance based on the number of days remaining in the quarter.”
How Fireside Capital Advisors’ fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- 25 of the 56 other planners in Dallas that publish an hourly rate charge less.
About Fireside Capital Advisors
“The Firm provides wealth management and portfolio management services. In addition, we offer comprehensive financial planning services, which are included as part of our commitment to delivering holistic, fee-only advice.”
- Firm size: 4 employees.
- Founded: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 140
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $236,555,572
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 329297
- Phone
- (469) 357-6370
Can advise clients in 4 states: California, Florida, Louisiana, Texas
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.