BONFIRE FINANCIAL, LLC
SEC RegisteredYOU BUILT IT. DON'T LET RETIREMENT BREAK IT.
About the firm
Bonfire Financial is an independent, fee-only, planning-first financial advisory firm staffed by CERTIFIED FINANCIAL PLANNER™ professionals who act as fiduciaries. The firm offers the Bonfire Method, a structured 4-meeting, 30-day process covering taxes, investments, insurance, estate planning, and retirement income. They provide clients with written planning documents and ongoing access to a financial dashboard.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive retirement planning through the Bonfire Method, including tax review, insurance gap analysis, investment and risk alignment, estate planning preparation, alternative asset guidance, and a personalized retirement roadmap delivered across four coordinated meetings in 30 days.
Who they serve
Individuals who have saved diligently, built a solid financial foundation, maintain cash reserves, and carry little to no debt outside their home, and who are preparing for or approaching retirement.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 206 | $68M |
| High Net Worth Individuals | 55 | $128M |
| Charitable Organizations | 17 | $34M |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BONFIRE FINANCIAL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.