Brian Colvert
Bonfire Financial · Colorado Springs, Colorado
Brian Colvert is a fee-only financial advisor at Bonfire Financial in Colorado Springs, Colorado, who holds the CFP credential. Brian charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $4,500) and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Bonfire Financial |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $4,500 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $234.0M across 815 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5304258 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.bonfirefinancial.com |
| Profile |
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Questions about Brian
Is Brian Colvert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Bonfire Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Brian charge?
According to Bonfire Financial's website, checked October 30, 2026: ongoing planning from $6,000 a year; one-time plans from $4,500; 1% a year on the first tier of assets managed.
Where is Brian Colvert based?
Brian Colvert is based in Colorado Springs, Colorado.
What does Brian specialize in?
Brian's specialties include retirement planning and tax planning. Brian works with pre-retirees and retirees.
What credentials does Brian Colvert hold?
Brian Colvert holds the CFP credential.
Is Brian Colvert registered with the SEC?
Yes. Brian Colvert is registered as an investment adviser representative in CO and TX (CRD 5304258), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bonfire Financial manage?
Bonfire Financial reports $234.0M across 815 accounts in assets under management.
How do I contact Brian Colvert?
Through Brian's website, www.bonfirefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bonfire Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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