Timothy Dwight
Fireside Capital Advisors · Dallas, Texas
Timothy Dwight is a fee-only financial advisor at Fireside Capital Advisors in Dallas, Texas, who holds the CFA credential. Fireside Capital Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Timothy →
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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX · CRD 4442064 |
| Exams passed | Series 65 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.firesidecapital.com |
| Profile |
How Timothy's firm compares
- Fireside Capital Advisors's average account is about $540,000, from its Form ADV (assets managed divided by 438 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
Is Timothy Dwight a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy 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 Timothy charge for financial advice?
Timothy's firm, Fireside Capital Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Timothy Dwight based?
Timothy Dwight is based in Dallas, Texas.
What credentials does Timothy Dwight hold?
Timothy Dwight holds the CFA credential.
Is Timothy Dwight registered with the SEC?
Yes. Timothy Dwight is registered as an investment adviser representative in TX (CRD 4442064), 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 Timothy Dwight?
Through Timothy'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.
See something wrong? Request a correction. Read our methodology.