Michael Zaplitny
Michael Zaplitny is a CFP-designated registered investment advisor at Fireside Financial Planning, INC., based in San Jose, CA, with 29 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.50% to 1.00% of active assets under management. All fees are subject to negotiation.
Fee Estimator
Location
1975 Hamilton Avenue, Suite 6A, San Jose, CA, 95125-5630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is the sole employee, President, and CEO of Fireside Tax Consulting, Inc., where he prepares tax returns and provides other tax-related services since 1989. This takes about half of his time on average.
Employment History
Current Registrations
Fireside Financial Planning, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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