James Marshall Mars

CFP

Balefire, LLC

39 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Balefire, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

2,524 clients

Average Client Portfolio

$490K average

Assets Under Management

$1.2B

Fee Structure

Location

14221 Dallas Parkway, Suite 100, Dallas, TX, 75254

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Civil Bond

November 1998

Customer Dispute

August 1997

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

James is the CEO of Fuse Partners, LLC DBA VisonPoint Advisory Group, dedicating full-time hours to this role. He also owns James Marshall LLC for personal expenses and spends minimal time on it, and sells fixed insurance products through Fixed Insurance and Lion Street Insurance, spending a few hours per week on each.

Employment History

Current Registrations

Balefire, LLC

January 2024 - Present · 2 yrs 1 mo

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

June 2022 - June 2025 · 3 yrs

LPL Financial LLC

October 2013 - June 2022 · 8 yrs 8 mos

LPL Financial LLCBroker

October 2013 - June 2022 · 8 yrs 8 mos

Fuse Partners, LLC

September 2013 - December 2023 · 10 yrs 3 mos

Securian Financial Services, INC.

September 2002 - October 2013 · 11 yrs 1 mo

Cauldwell Financial Group INC

January 1999 - July 2008 · 9 yrs 6 mos

Securian Financial Services, INC.Broker

August 1987 - October 2013 · 26 yrs 2 mos

Vsr Financial Services, INC.Broker

May 1986 - September 1987 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.