Fireside Finances, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Financial Planning & Investment Consulting Financial planning and investment consulting services are provided for an hourly fee of $350, which is not negotiable.”

Flat or project fee

$1,500⁠-⁠$5,000

“A company or entity will engage Fireside Finances to give a seminar for a fixed fee of $1,500 to $5,000, which is negotiated with each client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fireside Finances, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “You will receive an invoice upon completion of the services that is payable upon receipt.”
• “Fees are payable by check or credit card.”
• “At no time will Fireside Finances maintain client credit card information in its records.”

How Fireside Finances, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Fireside Finances, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC® and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• College planning
• Equity compensation

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298887

Website

instagram.com/firesidefinances/?hl=en (opens in new tab)

Phone

(916) 538-5351

Other planners in Alameda that publish fees

• Shum Financial Group, Inc.Alameda$500/hr, $2,500⁠-⁠$10,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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