Advisor at Blazing Star Financial
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
Blazing Star Financial
Location
Rossville, KS
Credentials
CFP®, Series 65
Industry experience
4 years
Bonnie Maize is a CFP® with four years of industry experience and serves as an advisor at Blazing Star Financial. She is also Chief Financial Officer of Omni Circle Group, Inc., a nonprofit organization, and provides tax preparation and small business consulting through Blazing Star Tax, LLC. Licensed to practice law in Kansas, she offers legal services related to her nonprofit and tax activities. Blazing Star Financial is a small advisory firm with two principals managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning and discretionary investment management, emphasizing passive portfolio construction with mutual funds and ETFs, and provides values-based investment options upon request.
Based on Blazing Star Financial
Based on Blazing Star Financial
Financial Coaching: $250 one-time non-refundable fee plus $125 monthly; Educational Seminars: $0 to $500 per seminar or $0 to $50 per participant
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.60%
$125 - $175 per hour for project-based financial planning, negotiable
Ongoing Financial Planning monthly fees ranging from $40 to $300 depending on household composition and net worth; Financial Counseling (FTCI clients only) fees $95 to $450 per 50-minute meeting
Rossville, KS
Kansas · Texas
Blazing Star Tax, LLC
2024 - Present (2 years)
Omni Circle Group, Inc.
2024 - Present (2 years)
Omni Circle Group, Inc.
2023 - 2023 (1 year)
Bell Tax Services
2022 - 2023 (1 year)
Blazing Star Financial, LLC (f/k/a Maize Financial)
2021 - Present (5 years)
N/a
2020 - 2021 (1 year)
Financial Planning Association
2020 - 2020 (1 year)
Kansas State University
2019 - 2020 (1 year)
N/a
2005 - 2019 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Topeka, KS
KDWALLSTREET Investment Advisor LLC
Series 63, Series 65
Topeka, KS
Paladin Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Series 66
Topeka, KS
Next Generation Investing, LLC
Series 63, Series 65
Topeka, KS
Next Generation Investing, LLC
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