Fireside Finances offers financial education and training through seminars and workshops, both to the general public and to companies for their employees. They also provide investment consulting services to individuals, covering topics like stock options, 401(k) allocations, and overall asset allocation. They can also create financial plans covering a wide range of topics, from retirement and education goals to insurance and estate planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Investment consulting - $350/hour
- Financial/Educational Seminars (Entity Sponsored) - $1,500 to $5,000 per seminar, depending on length, attendees, and topics.
- Financial/Educational Seminars (Open Door) - $15 to $150 per person, depending on length, topics, and location.
One-Time Plan:$15 - $5,000
Hourly Rate:$350/hr
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