Balefire, LLC fees and pricing
Financial planner in Dallas, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Balefire, LLC charges an annual fee of $5,000-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $5,000-$7,500/yr
“Annual fees for start-up Plans range from $5,000 to $7,500 depending upon the selection of services provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Balefire, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Corporate Solutions services are paid in arrears.”
- “Debiting Balefire collects advisory fees, in advance, on a quarterly basis for its Comprehensive Asset Management clients.”
- “Clients will not receive advance billing invoices prior to the debiting of fees.”
How Balefire, LLC’s fees compare
- Its annual fee of $5,000-$7,500 spans the Texas median of $6,000. 52% of the 106 other Texas planners that publish an annual fee charge less.
- 6 of the 12 other planners in Dallas that publish an annual fee charge less.
About Balefire, LLC
“Balefire provides comprehensive asset management and financial planning services to its clients including personalized on-going money management services, financial planning, and consultative services.”
- Firm size: 38 employees.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 1,757
- Employees
- 38
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,988,796,480
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 168733
- Phone
- (972) 361-1001
Can advise clients in 19 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Kansas, Minnesota, Mississippi, Montana, North Carolina, North Dakota, South Dakota, Tennessee, Texas, Washington, Wisconsin
Other planners in Dallas that publish fees
- Aci Wealth AdvisorsDallas$250/hr
- Advisor Resource CouncilDallas$100-$500/hr, $50-$15,000
- AfroblocDallas$300/hr
- Algotech Financial LLCDallas$3,000
- Applewhite & Buys Financial AdvisorsDallas$250/hr, $6,000
- Artham AdvisorsDallas$350/hr, $500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.