Fireside Capital Advisors

Fireside Capital Advisors at a glance

• One of 690 fee-only firms based in Texas in the Wellspent graph.
• 4 advisors are listed here; 1 of 4 hold the CFA.
• Its Form ADV reports 4 employees and 140 individual clients, 43 of them high net worth.
• Its average account is about $540,000 (assets it manages divided by its 438 accounts).

Fee-only advisors in Texas · What fee-only advisors charge in Texas

Facts

Fireside Capital Advisors fees

Fireside Capital Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• Jordan Young

• Joseph Penner

• Rebecca Wynne

• Timothy Dwight

  CFA

Other fee-only firms in Dallas

• Fluent Financial
• Fondren Oaks Capital Management
• Forteris Wealth Management
• Freeman Wealth Management
• FS Financial Advisors
• Garza Financial Planning
• Gatens Financial LLC
• Goldstein Financial Future

Fee-only advisors in Texas