Balefire, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,049,854,792
Clients
1,757
Advisors
37
across 12 offices
About
Balefire, LLC is an SEC‑registered multi‑team investment adviser that serves individual investors (including high‑net‑worth clients), retirement plans, trusts, charities and business entities. The firm offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a multi‑advisor platform managing roughly $2 billion in regulatory assets.
The firm follows a core‑and‑tactical investment approach overseen by an Investment Committee, using third‑party models, CFA input, and a mix of separately managed accounts, mutual funds, ETFs, alternatives and private market securities. Balefire provides ongoing discretionary portfolio management, periodic rebalancing and model oversight, and may engage vetted sub‑advisors to manage portions of client portfolios tailored to individual goals and risk profiles.
Distinctive features noted in the brochure include that some Balefire advisors are concurrently registered representatives of an unaffiliated broker‑dealer (Integrity) and are licensed insurance agents, which can generate commissions or insurance commissions separate from advisory fees. The firm also discloses a 2015 SEC enforcement matter involving a predecessor entity and documents a formal Promoter program that uses compensated testimonials and written oversight and disclosure requirements.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fees may be flat fee or project-based; no specific flat fee amounts clearly stated.
Some advisors are also licensed insurance agents and registered representatives earning commissions on sales of insurance and securities products; commissions are separate and never charged simultaneously with advisory fees.
Financial Planning Services may be charged hourly; specific rates not stated, example given $250/hour.
Fee-only: Financial Planning fees are generally contracted on an hourly, project, or flat-fee basis; fees vary significantly depending on scope and duration; capped at $1,200 for services performed six or more months in the future.
Main office
See office14221 Dallas Parkway, Suite 100
Dallas TX 75254
Advisors at this office
7
Offices (12)
Ridgeland, MS
219 Draperton Drive Suite A, Ridgeland, MS 39157
10 advisors
St Louis Park, MN
4450 Excelsior Blvd Suite 460, St Louis Park, MN 55416
8 advisors
Dallas, TX
14221 Dallas Parkway Suite 100, Dallas, TX 75254
7 advisors
Sioux Falls, SD
6045 South Louise Avenue Suite 201, Sioux Falls, SD 57108
3 advisors
Watertown, SD
10 N Broadway, Watertown, SD 57201
2 advisors
Most active in
Alabama · Arizona · California · Colorado · Florida · Georgia · Illinois · Iowa · Kansas · Minnesota · Mississippi · Montana · North Carolina · North Dakota · South Dakota · Tennessee · Texas · Washington · Wisconsin
Also doing business as
401 K For Me · Balefire · Balefire, LLC · Castle Financial · Delsa Wealth Management · Five Talents Advisory · Five Talents Financial Management Group · Fuse Partners · Fuse Partners Group LLC · Fuse Partners, LLC · Make Way Wealth Management · Navitas Wealth Advisors · Rockway Wealth Partners · Stahr, Matthew G · Texas Private Wealth · United Wealth Management · Visionpoint · Visionpoint 3 D Solutions · Visionpoint Advisory Group · Visionpoint Advisory Group, LLC · Visionpoint Group, LLC · Vpag LLC · Wealthbridge
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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