SP
SP

Sarah Price

4 Years of Experience
Colorado Springs, CO

Sarah Price is a registered investment advisor at Bonfire Financial, LLC, based in Colorado Springs, CO, with 4 years of industry experience. Sarah 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
278 clients
Average Client Portfolio
$842K average
Assets Under Management
$234.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

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

2 North Nevada, Suite 1170, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bonfire Financial, LLC
September 2022 - Present · 4 yrs 1 mo
State Registrations1 state
CO
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.
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