FIREPLACE FINANCIAL INC

Overview

Fireplace Financial Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families and positions itself as a capital allocator that uses outside managers for portions of client portfolios. Its advisory mix centers on financial planning and selecting other advisers for clients; the firm also operates as an insurance broker and provides accounting services. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed, and other fee types. Fireplace Financial identifies as an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment approach. The adviser is single-state in registration status and is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives