Fireside Financial Planning, Inc. has been providing financial planning, portfolio management, and tax-related advisory services since 1989. Led by principal Michael Zaplitny, the firm builds customized financial plans and oversees investment portfolios on both a discretionary and non-discretionary basis. Services cover personal goal setting, tax and cash flow analysis, disability and death cash needs, retirement strategies, and investment evaluation. The firm works with individuals, high-net-worth clients, corporate pension and profit-sharing plans, charitable institutions, and small businesses, tailoring strategies to each client's specific objectives and risk tolerance.
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.