FIRESIDE FINANCIAL PLANNING, INC.

Overview

Fireside Financial Planning, Inc. operates as an independent registered investment advisor serving individual and family clients with a mix of planning and portfolio management services. The firm combines fee-based financial planning with discretionary portfolio oversight and pension consulting for small businesses, using a fee menu that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Investment activity centers on equity exposure, with a clear tilt toward non-exchange traded equity positions. That allocation profile suggests a willingness to source or hold less liquid equity instruments alongside traditional pooled products. The firm is not positioned as an ESG-focused manager and does not report multi-state advisory status. Its owner structure is individual, and the client base is concentrated on personal and family household relationships rather than institutional mandates. Fireside’s practice is small and boutique in scale, which aligns with a hands-on advisory model: financial planning is a core offering, and portfolio construction appears tailored to the needs of a limited client roster rather than mass-market product distribution.

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Public Holdings

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Location & Offices