Bonnie Jean Maize
BM
CFP
Bonnie Jean Maize
BM
CFP

Bonnie Maize

4 Years of Experience
Rossville, KS
1 Disclosure

Bonnie Maize is a CFP-designated registered investment advisor at Blazing Star Financial, based in Rossville, KS, with 4 years of industry experience. Bonnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 23 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
23 clients
Average Client Portfolio
$98K average
Assets Under Management
$2.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.80%
$1M+0.60%

Annual investment management fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Bonnie Jean Maize
BM
Bonnie Maize

Location

Rossville, KS

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History

Regulatory History (1)
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Regulatory
July 2012
Final
Other Business Activities

Bonnie is the Chief Financial Officer for Omni Circle Group, Inc., a nonprofit organization, taking about half of her time. She is also a Principal of Blazing Star Tax, LLC, providing tax preparation and small business consulting services, which takes about 10% - 20% of her time.

Employment History
Current Registrations
Blazing Star Financial
May 2021 - Present · 5 yrs
State Registrations2 states
KSTX
Advisor

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
No exam information available for this advisor.
Additional Information

Bonnie is a financial coach, planner, and investment advisor based in Topeka, Kansas. With a practice that embraces clients from all backgrounds and corners of the country, she welcomes and serves them with a unique blend of down-to-earth friendliness and financial expertise.

Bonnie Jean Maize
BM
Contact
Bonnie Maize