Fire Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,807,200
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
65
29% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
65
Very HighAverage account size
$750,880
About
FIRE Wealth Management LLC is a fee‑only, state‑registered advisory led by a single principal that provides comprehensive financial planning and discretionary investment management to individuals as well as to pension and profit‑sharing plans, corporations, and other business entities. The brochure identifies a niche serving medical professional families and lists services such as retirement cash‑flow planning, professional in‑house investment management, and 401(k) liaison assistance.
The firm’s investment approach emphasizes long‑term, passive buy‑and‑hold strategies implemented primarily with mutual funds and exchange‑traded funds (many indexed), and client objectives are documented in an Investment Policy Statement developed through a structured multi‑meeting process using eMoney. Clients receive a detailed Initial Foundation Plan and ongoing monitoring that includes annual reviews and portfolio rebalancing tied to the plan.
Compared with peers, FIRE is distinctive for its work with retirement plans and small business clients, including explicit 401(k) liaison services to help practices (up to about 30 employees) choose TPAs, custodians, and plan designs — services that are relatively uncommon among solo independent advisers. The firm also publishes e‑newsletters and blogs for clients and prospects and discloses that the principal operates a separate tax‑preparation business (Focused Tax Partners, LLC), which the brochure identifies as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Retirement income strategy
Roth conversion strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Doctor or Medical Professional
Demographic focus
Established Professionals
Fee options
Financial Planning Services: $700/month for first 12 months, then $600/month ongoing; Additional services with monthly flat fees: Retirement Cash Flow Planning $250/month, 401(k) Liaison $175-$1,000/month.
Under $100,000 - $100,000: 1.50% annually $100,000 - $1,000,000: 1.00% annually Over $1,000,000 - > $1,000,000: 1.00% on first $1M, 0.75% on amount above $1M
Financial Planning Services billed monthly at flat monthly rates; Additional Services billed monthly with minimum 12-month commitment.
Account minimum: $200,000 (may be waived at Advisor's discretion) Minimum fee: Monthly flat fees for Professional In-house Investment Management ranging from $200 to $3,000 depending on asset levels Fee-only: Fee-only comprehensive financial planning and investment advisory services; no commissions received.
Main office location
Fire Wealth Management, LLC
328 A S 6 Th Street
Mayfield KY 42066-2310, United States
Number of offices
1
Most active in
Fire Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Kansas · Kentucky · Louisiana · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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