Fiduciary

Bonfire Financial

Colorado Springs, Colorado

★ 5.0 (16 reviews)
Call (719) 394-3900 Visit website →

About

Bonfire Financial is an independent, fee-only registered investment advisor in Colorado Springs staffed by CFP professionals who operate on a fiduciary basis. The firm offers a structured four-step planning process called the Bonfire Method, which costs $4,500 and produces written planning documents covering taxes, insurance, investments, estate planning, and alternative assets; clients who engage in ongoing services receive a full credit of this fee. After the initial planning engagement, clients can choose among three service models: independent implementation of the plan, full portfolio management at a fee starting at 1.00% annually with a $7,000 minimum, or consulting-only guidance at a flat $6,000 annual fee.

Fee structure

Fee-Only

Firm details

Firm type
Independent RIA
Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-5PM, Saturday: Closed
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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