Bonfire Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$196,947,263
Clients
261
Advisors
4
of 4 employees
About
Bonfire Financial, LLC is an investment management firm that provides discretionary portfolio management, financial planning, retirement‑plan advisory (including ERISA 3(21) and 3(38) services), and consulting to individuals, high‑net‑worth clients, small business owners, trusts and employer‑sponsored retirement plans. The firm reports about $234 million in regulatory assets under management and offers ongoing portfolio monitoring, reporting, and rebalancing across mutual funds, ETFs, interval funds, structured notes, private funds and, in some cases, individual securities.
The firm’s stated investment process begins with client profiling and strategic asset allocation, using fundamental analysis to select indexes and institutional managers; Bonfire emphasizes manager people, processes and culture alongside asset allocation and tax‑efficient management. Its brochure also discloses use of alternative strategies and instruments (e.g., interval funds, structured notes and private placements) and notes that the firm may purchase certain traded interval funds and structured notes on a discretionary basis when deemed suitable.
Bonfire’s brochure highlights several features that are less common among peers: an affiliated CPA practice (SETA, LLC) that provides tax preparation and consulting with disclosed credits toward CPA fees for some advisory clients and a $75 referral payment to supervised persons who refer clients to SETA, as well as an affiliated insurance entity (Bonfire Insurance, LLC). The firm also notes use of third‑party platforms (Advyzon for reporting and Pontera for held‑away discretionary implementation) and indicates it employs testimonials and third‑party ratings in its advertising, all of which are noteworthy relative to typical team firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $1,000 to $10,000; flat fees may be negotiated for consulting services
up to 1.20% annually (negotiable, may vary by account size, complexity, or other factors)
$350/hour (used for prorated financial planning services upon termination)
Fee-only: Investment management fees charged as percentage of AUM (up to 1.20%), fixed fees for financial planning ($1,000 to $10,000), consulting fees negotiated per project, retirement plan advisory fees at 0.50% of assets under management, hourly rate $350 for terminated financial planning agreements
Main office
5755 Mark Dabling Blvd, Ste 220
Colorado Springs CO 80919
Advisors at this office
4
Most active in
Arizona · California · Colorado · Florida · Illinois · Minnesota · Nebraska · New York · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sarah P
Series 65
Colorado Springs, CO
Bonfire Financial, LLC
Sarah Price is a financial advisor with Bonfire Financial, LLC in Colorado Springs, Colorado. She holds a Series 65 credential and has four years of industry experience, including six years in a prior role with Visit Colorado Springs. Bonfire Financial, LLC provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm emphasizes client profiling, strategic asset allocation, and manager selection, incorporating alternative strategies and tax-efficient management across a range of investment vehicles.
Brian C
CFP®, Series 66
Colorado Springs, CO
Bonfire Financial, LLC
Brian Colvert is a CFP® with 18 years of industry experience, currently serving as an advisor at Bonfire Financial, LLC since 2017. He previously worked at UBS Financial Services Inc from 2009 to 2017. Outside of his advisory role, he is involved with Kids on Bikes, a nonprofit that provides bicycles to children and teaches them how to ride, where he serves as an officer. Bonfire Financial, LLC is an investment management firm offering discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm uses a client profiling and strategic asset allocation approach, emphasizing manager evaluation, tax efficiency, and the use of alternative investment strategies.
Kyle D
Series 65
Colorado Springs, CO
Bonfire Financial, LLC
Kyle De Mers is a financial advisor at Bonfire Financial, LLC in Colorado Springs, CO. He holds a Series 65 credential and has been with Bonfire Financial since 2024. Prior to joining the firm, he worked at ENT Credit Union for nine years and spent time at Lewis Palmer School District 38. Bonfire Financial provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm emphasizes fundamental analysis and strategic asset allocation while utilizing a range of investment vehicles including mutual funds, ETFs, and alternative strategies.
Nicholas C
Series 65
Colorado Springs, CO
Bonfire Financial, LLC
Nicholas Coleman is a Series 65-licensed financial advisor at Bonfire Financial, LLC with seven years of industry experience. He has worked at Bonfire Financial since 2018 and previously at Demming Financial Services from 2017 to 2018. Prior to his financial career, he was affiliated with Colorado State University for four years. Bonfire Financial, LLC is an investment management firm serving individuals, high-net-worth clients, small business owners, trusts, and employer-sponsored retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using a client-focused investment process that emphasizes strategic asset allocation, manager analysis, and tax-efficient management across a variety of investment vehicles.
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