FIRESIDE FINANCIAL PLANNING, INC.

FIRESIDE FINANCIAL PLANNING, INC. of SAN JOSE, CA is an SEC-registered investment adviser (CRD 121784). Regulatory assets under management: $17.7M.

Registration

• CRD: 121784
• Type: Registered investment adviser
• Location: 1975 HAMILTON AVENUE, SAN JOSE, CA, 95125-5630
• Phone: 408-371-3091
• Latest filing: 2026-03-26
• Regulatory AUM: $17.7M
• Discretionary AUM: $17.7M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121784 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search