Fireside Financial Planning, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$500/yr

“Clients​ F ​are invoiced at the beginning of each fiscal year quarter (or year, if less than $500/year)​ ​based upon the prior month end values (market value or fair market value in absence of​ ​market value), plus any credit balance or minus any debit balance, of the client's​ ​account during such month.​…”

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

How Fireside Financial Planning, Inc. bills

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

• “Clients may elect to be billed in advance or arrears each​ c​ alendar quarter.”
• “Clients may also elect to be billed directly for fees or to authorize​ ​Fireside Financial to directly debit fees from client accounts.”
• “Upon termination of any account, any prepaid, unearned fees will be promptly​ ​refunded, and any earned, unpaid fees will be due and payable.”

How Fireside Financial Planning, Inc.’s fees compare

• Its annual fee of $500 is below the California median of $6,250. 1% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 5 other planners in San Jose that publish an annual fee charge less.

About Fireside Financial Planning, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 1992 (34 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

42

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$17,717,284

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

121784

Website

fireside-advisor.com (opens in new tab)

Phone

(408) 371-3091

Other planners in San Jose that publish fees

• Align Wealth Management, LLCSan Jose$300⁠-⁠$800/hr, Up to $50,000
• Amaral Financial PlanningSan Jose$500/hr
• Arena Advisors LLCSan Jose$250⁠-⁠$5,000
• Brightplan LLCSan Jose$20/mo
• Chief Capital Management, IncSan Jose$200/hr
• Concentrum Wealth ManagementSan Jose$350/hr, $2,000⁠-⁠$30,000

Compare all 33 planners in San Jose