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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-18-2023
- Office Locations
- 2
Office Locations
About Fire Wealth Management, LLC
FIRE Wealth Management LLC is a fee-only boutique firm offering flat-fee financial planning and investment management for physicians and other high-income earning families. Portfolios are primarily implemented with ETFs, with planning coordinated alongside tax strategy and annual tax preparation through its sister firm, Focused Tax Partners. Clients can access Schwab custody plus eMoney and Advyzon portals.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 68 clients, or 34 clients per representative. That equates to $845.4K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on September 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Fire Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHELLE J NEISWENDER
Chief Compliance Officer, Financial Planner, President
- CRD
- #5570900
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jonathan D Shedd
Paraplanner
- CRD
- #8287659
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,483,800 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,483,800 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fire Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.