JM
CFP

James Marshall Mars

Balefire, LLC
39 Years of Experience
View SEC Summary
View SEC Summary

Firm Information

Balefire, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
2,524 clients
Average Client Portfolio
$490K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Financial Planning:Charged separately

Fees for asset management and financial planning are negotiable based on the scope and complexity of services. Asset management fees are calculated as a percentage of assets under management. Financial planning fees are contracted on an hourly, project, or flat-fee basis. Corporate Solutions fees for retirement plans are charged as a percentage of plan assets or a flat fee. A platform fee of 0.25% is added to asset management fees.

View Full Brochure on SEC
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

14221 Dallas Parkway, Suite 100, Dallas, TX, 75254

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Civil Bond
November 1998
Customer Dispute
August 1997
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James is the CEO of Fuse Partners, LLC DBA VisonPoint Advisory Group, dedicating full-time hours to this role. He also owns James Marshall LLC for personal expenses and spends minimal time on it, and sells fixed insurance products through Fixed Insurance and Lion Street Insurance, spending a few hours per week on each.

Employment History
Current Registrations
Balefire, LLC
January 2024 - Present · 2 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2022 - June 2025 · 3 yrs
LPL Financial LLC
October 2013 - June 2022 · 8 yrs 8 mos
LPL Financial LLC Broker
October 2013 - June 2022 · 8 yrs 8 mos
Fuse Partners, LLC
September 2013 - December 2023 · 10 yrs 3 mos
Securian Financial Services, INC.
September 2002 - October 2013 · 11 yrs 1 mo
Cauldwell Financial Group INC
January 1999 - July 2008 · 9 yrs 6 mos
Securian Financial Services, INC.Broker
August 1987 - October 2013 · 26 yrs 2 mos
Vsr Financial Services, INC.Broker
May 1986 - September 1987 · 1 yr 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.