Cory Neumiller is a registered investment advisor at Bonfire Financial, LLC, based in Colorado Springs, CO, with 28 years of industry experience. Cory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 278 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bonfire Financial charges a percentage of your portfolio each year for investment management services. The specific rate is agreed upon in your Investment Advisory Agreement, with a maximum fee of 1.20%. The fee is calculated on the average daily balance of the prior month and billed monthly in advance. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons. Employees and their family related accounts are charged a reduced fee. You can terminate the agreement with written notice, and any unearned fee will be refunded.
Location
5755 Mark Dabling Blvd, Ste 220, Colorado Springs, CO, 80919
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Cory is the President of Alternity Wealth Management, LLC since 2019. This is an investment-related activity.
Employment History
Current Registrations
Bonfire Financial, LLC
Previous Registrations
Ipi Wealth Management, INC.
Investment Planners, INC.Broker
Cabin Securities, INC.Broker
Capital Financial Services, INC.Broker
Allianz Life Financial Services, LLCBroker
Questar Capital CorporationBroker
Emerald Ventures, LLCBroker
Rmc Capital Markets Group, INCBroker
Nnn Capital CORP.Broker
Usallianz Securities, INC.Broker
Marquette Financial Group, INC.Broker
Investment Centers of America, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations1 state
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.