Michael Zaplitny
Fireside Financial Planning · San Jose, California
Michael Zaplitny is a fee-only financial advisor at Fireside Financial Planning in San Jose, California, who holds the CFP credential. Fireside Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fireside Financial Planning |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $17.7M across 70 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2197865 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fireside-advisor.com |
How Michael's firm compares
- Fireside Financial Planning's average account is about $253,000, from its Form ADV (assets managed divided by 70 accounts).
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Questions about Michael
Is Michael Zaplitny a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Fireside Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Fireside Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Zaplitny based?
Michael Zaplitny is based in San Jose, California.
What credentials does Michael Zaplitny hold?
Michael Zaplitny holds the CFP credential.
Is Michael Zaplitny registered with the SEC?
Yes. Michael Zaplitny is registered as an investment adviser representative in CA (CRD 2197865), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fireside Financial Planning manage?
Fireside Financial Planning reports $17.7M across 70 accounts in assets under management.
How do I contact Michael Zaplitny?
Through Michael's website, fireside-advisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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