RIA Intel›Advisers›California›FIRESIDE FINANCIAL PLANNING, INC.

FIRESIDE FINANCIAL PLANNING, INC.

Advisory

SAN JOSE, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA

#4,360

of 5,480 advisers by AUM

Average account

$253K

across 70 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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