Brian Colvert is a CFP-designated registered investment advisor at Bonfire Financial, LLC, based in Colorado Springs, CO, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 6 more. Their firm serves 278 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum investment advisory fee is 1.20%, or the firm may negotiate a flat dollar fee. Fees vary based on account size, complexity, and activity. Employee and family accounts receive reduced fees.
Fee Estimator
Location
5755 Mark Dabling Blvd, Ste 220, Colorado Springs, CO, 80919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brian is an officer for Kids on Bikes, a charity providing bikes to kids and teaching them how to ride, since 2012. He is also a managing member with 50% ownership in Bonfire Tax LLC, providing tax preparation services since 2024.
Employment History
Current Registrations
Bonfire Financial, LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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