Balefire, LLC logo

Balefire, LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer

Occupation focus

Founder/Business Owner Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial Planning fees may be flat fee or project-based; no specific flat fee amounts clearly stated.

Commissions

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.

Project-based

Financial Planning Services may be charged hourly; specific rates not stated, example given $250/hour.

Other

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 office

14221 Dallas Parkway, Suite 100

Dallas TX 75254

Advisors at this office

7

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

Advisors at this firm

user avatar

Austin V

ChFC®, Series 63

Sioux Falls, SD

Balefire, LLC

Austin Vanhove is a financial advisor at Balefire, LLC with five years of industry experience. He holds the ChFC® designation and Series 63 license, and has previously worked at firms including MWA Financial Services Inc and Modern Woodmen of America. Outside of financial advising, he is a co-owner of Fitness First of Tea, a local fitness gym. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with discretionary asset management and financial planning, managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Brian S

CFP®, Series 63, Series 65

Bettendorf, IA

Balefire, LLC

Brian Smith is a CFP® professional with 26 years of industry experience. He currently serves as a wealth advisor and planning team coordinator at Balefire, LLC, and has previously worked at firms including Fuse Partners, LPL Financial, Purshe Kaplan Sterling Investments, Lion Street Financial, and Integrity Alliance. He is also involved in the sale of fixed insurance products. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach overseen by an Investment Committee, offering discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Jacki K

Series 63, Series 65

St Louis Park, MN

Balefire, LLC

Jacki Kolkman is a financial advisor with Balefire, LLC in St. Louis Park, MN, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Balefire, she worked at VisionPoint Group LLC and spent ten years with Accounting Resource Group. She is also a partner and investment adviser representative at Fuse Partners, LLC. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and offers discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Jacinta T

Series 63, Series 66

Dallas, TX

Balefire, LLC

Jacinta Thompson is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior work includes roles at Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, and LPL Financial LLC. She also serves as Vice President of Retirement Solutions at Fuse Partners, LLC, where she consults clients on retirement plans. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm utilizes a team-based investment process with an Investment Committee that develops model portfolios using a core-plus-tactical approach and licensed third-party research.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

George H

Series 63, Series 65

Ridgeland, MS

Balefire, LLC

George Hester is a financial advisor at Balefire, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Integrity Alliance, Lion Street Financial, and Csenge Advisory Group. Outside of his advisory work, he is involved in several business and nonprofit activities, including ownership of farming and timber operations, and serves on the state board of the Mississippi Fellowship of Christian Athletes as well as the executive board of the Unite MS Foundation. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach and provides discretionary asset management, financial planning, and ERISA corporate solutions across its multi-advisor platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Christopher F

Series 63, Series 65

Ridgeland, MS

Balefire, LLC

Christopher Fay is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His career includes roles at multiple firms such as Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and Mass Mutual Investors Services. Fay is an owner of both Lion Street and AEG, broker-dealer general agencies specializing in life insurance. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with oversight from an Investment Committee, offering discretionary portfolio management, comprehensive planning, and access to third-party models and sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Will K

Series 63, Series 65

Ridgeland, MS

Balefire, LLC

Will Knight is an investment advisor at Balefire, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Alliance, Csenge Advisory Group, Lion Street Financial, and Kestra Financial Services. In addition to his advisory work, Knight is the owner of Taylor, Powell, Wilson & Harford P.A., a tax and accounting firm. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Ian G

Series 63, Series 65

Tampa, FL

Balefire, LLC

Ian Giovinco is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Omni Resource Group, Omni Financial Services, and Minnesota Life Insurance Company since 2006, and operates an estate planning law practice through Ian S. Giovinco, PA. Additionally, he teaches continuing education courses in the Tampa area. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm manages approximately $2 billion in assets using a core-and-tactical investment approach supported by an Investment Committee, offering discretionary portfolio management and financial planning across a multi-advisor platform.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Erika W

CFP®, Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Erika Wood is a CFP® with 19 years of industry experience, currently serving at Balefire, LLC. Her prior roles include positions at Integrity Alliance, Lion Street Financial, and Purshe Kaplan Sterling Investments. Outside of her advisory work, she has served as an assistant coach for a high school girls' swim team. Balefire, LLC is an SEC-registered multi-team investment adviser managing approximately $2 billion in assets. The firm provides discretionary asset management and comprehensive financial planning to individuals, retirement plans, trusts, charities, and businesses, employing a core-and-tactical investment approach overseen by an Investment Committee.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

John H

Series 63, Series 66

Dallas, TX

Balefire, LLC

John Hoffman is a financial advisor with Balefire, LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at VisionPoint Advisory Group, LPL Financial, and nearly two decades at Princor Financial Services Corporation and Principal Life Insurance Company. Outside of his advisory work, he is involved with Fuse Partners, LLC, an independent investment advisory firm. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research to customize portfolios according to client risk profiles and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Daniel S

Series 65

St. Louis Park, MN

Balefire, LLC

Daniel Swenson is a financial advisor at Balefire, LLC with a Series 65 designation and over 15 years of professional experience. Prior to joining Balefire in 2025, he worked at IMEG Consultants and Horizon Virtual, and spent 14 years at CentraCare Health. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities with discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using a core-plus-tactical philosophy and licensed third-party research, customizing client relationships by risk profile and goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Scott M

Series 63, Series 65

Watertown, SD

Balefire, LLC

Scott Munger is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with VisionPoint Advisory Group, LPL Financial, and operates The Scott Munger Agency, Inc., which he founded. Outside of advising, he is involved in developing and managing real estate through entities such as Midwest Business Condos LLC. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with discretionary portfolio management and integrates third-party models and sub-advisors to tailor solutions to client goals.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Donald P

Series 63, Series 65

Dallas, TX

Balefire, LLC

Donald Peterson is a financial advisor at Balefire, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Integrity Alliance, Lion Street Financial, Purshe Kaplan Sterling Investments, Fuse Partners, and LPL Financial. Peterson is also involved in providing fixed insurance and non-securities insurance planning for private wealth clients. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities, offering discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm uses a team-based investment process with an Investment Committee that develops model portfolios following a core-plus-tactical philosophy, employing third-party research and sub-advisors to implement strategies across various asset classes.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Travis B

Series 63, Series 65

St. Louis Park, MN

Balefire, LLC

Travis Busch is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Thrivent Financial, Mutual of Omaha Insurance Company, Ameriprise Financial Services, and Guardian Life. Outside of his advisory work, he serves as an assistant varsity basketball coach at Providence Academy. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a multi-advisor platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
user avatar

Dustin H

CFP®, Series 63, Series 66

Madison, AL

Balefire, LLC

Dustin Haraway is a CFP®-credentialed financial advisor at Balefire, LLC with eight years of industry experience. He has held positions at several firms including Raymond James Financial Services and Integrity Alliance. Outside of finance, Haraway operated a lawn care business for two years. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm uses a core-and-tactical investment approach with discretionary asset management and comprehensive financial planning across a platform managing approximately $2 billion in assets.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Multi-generational wealth transfer Founder/Business Owner Executive
View complete list of advisors at this firm
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)