Bonfire Financial
Bonfire Financial is an independent, fee-only, registered investment adviser providing fiduciary, client-centered wealth management and financial planning services. They manage advisory accounts on both discretionary and non-discretionary bases, offer financial planning, pension consulting, and general investment recommendations. The firm emphasizes personalized planning to help clients achieve their financial goals and is staffed by Certified Financial Planner™ professionals.
Investment Strategy
Bonfire Financial offers a range of investment advisory services, including discretionary and non-discretionary account management, general investment recommendations, and wealth management tailored to client goals. They may use third-party investment advisers as managers for client assets, based on parameters provided by Bonfire. The firm focuses on providing plans and efficient solutions rather than selling products, emphasizing a client-centered, fiduciary approach.
Top Holdings
Equity Positions (53)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XLK | SELECT SECTOR SPDR TR | 13.53% | $16.5M | 65,111 | $231.44 | $253.23 | +$3.9M |
U USFR | WISDOMTREE TR | 11.34% | $13.8M | 274,798 | $50.32 | $50.31 | +$640.8K |
V VUG | VANGUARD INDEX FDS | 7.53% | $9.2M | 20,911 | $410.44 | $438.40 | +$1.4M |
X XLF | SELECT SECTOR SPDR TR | 5.69% | $6.9M | 132,497 | $48.62 | $52.37 | +$667.1K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.23% | $6.4M | 13,119 | $457.75 | $485.77 | -$259.4K |