Fireside Financial Planning, Inc.

Fireside Financial Planning, Inc. (CRD# 121784) is a financial advisory firm headquartered in San Jose, CA. They manage $20,332,934 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1975 Hamilton Avenue, Suite 6a, San Jose, CA 95125
http://fireside-advisor.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $282,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fireside Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael Zaplitny, financial advisor San Jose CA
Michael Zaplitny
CRD#: 2197865
1975 Hamilton Avenue, Suite 6a, San Jose, CA 95125

Michael Zaplitny (CRD# 2197865) is an Investment Advisor Representative working at Fireside Financial Planning, Inc. in San Jose, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals