Joseph Penner
Fireside Capital Advisors · Dallas, Texas
Joseph Penner is a fee-only financial advisor at Fireside Capital Advisors in Dallas, Texas. Fireside Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Fireside Capital Advisors |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $236.6M across 438 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4373106 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.firesidecapital.com |
How Joseph's firm compares
- Fireside Capital Advisors's average account is about $540,000, from its Form ADV (assets managed divided by 438 accounts).
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Questions about Joseph
Is Joseph Penner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Fireside Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Fireside Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph Penner based?
Joseph Penner is based in Dallas, Texas.
Is Joseph Penner registered with the SEC?
Yes. Joseph Penner is registered as an investment adviser representative in TX (CRD 4373106), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fireside Capital Advisors manage?
Fireside Capital Advisors reports $236.6M across 438 accounts in assets under management.
How do I contact Joseph Penner?
Through Joseph's website, www.firesidecapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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