Blair Enfield
Advisor at Balefire, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Balefire, LLC
Location
Alpharetta, GA 30009
Credentials
CFP®, Series 63, Series 65
Industry experience
17 years
About
Blair Enfield is a CFP® with 17 years of industry experience, currently serving at Balefire, LLC. His prior work includes roles at Portsmouth Financial Services, Vaikus Advisory Group, Pfs Investments Inc, Primerica Financial Services, and entrepreneurial ventures such as Made Media Network, LLC and Made Holdings, LLC. He is also a licensed insurance agent in Georgia, Tennessee, and Florida. Balefire, LLC serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities. The firm offers discretionary asset management, financial planning, and ERISA-focused corporate solutions through a team-based investment process that emphasizes a core-plus-tactical philosophy and utilizes both internal and third-party resources.
Client services
Based on Balefire, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Balefire, LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Charitable giving & philanthropy
Multi-generational wealth transfer
Fee options
Financial Planning fees may be flat fee or project-based; no specific flat fee amounts clearly stated.
Some advisors are also licensed insurance agents and registered representatives earning commissions on sales of insurance and securities products; commissions are separate and never charged simultaneously with advisory fees.
Financial Planning Services may be charged hourly; specific rates not stated, example given $250/hour.
Fee-only: Financial Planning fees are generally contracted on an hourly, project, or flat-fee basis; fees vary significantly depending on scope and duration; capped at $1,200 for services performed six or more months in the future.
Location
8000 Avalon Boulevard, Suite 100
Alpharetta, GA 30009
Most active in
Blair E has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
Portsmouth Financial Services
2020 - 2020 (1 year)
Vaikus Advisory Group
2019 - Present (7 years)
Pfs Investments Inc
2014 - 2019 (5 years)
Primerica Financial services
2014 - 2019 (5 years)
Made Media Network, LLC
2013 - 2018 (5 years)
Made Holdings, LLC
2010 - 2020 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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