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FIRESIDE FINANCIAL PLANNING, INC.
CRD 121784
1975 HAMILTON AVENUE, SUITE 6A, SAN JOSE, CA, 95125-5630, United States
Phone
408-371-3091
Fax
408-371-3080
Registration
— (—)
Source
State registered
Total AUM
$17.7M
Discretionary AUM
$17.7M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $8.3M |
| High net worth individuals | 5 | $9.4M |
All web addresses on file
Official SEC filing: View on IAPD