Blazing Star Financial

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Client assets under management

$3,411,526

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$155,069

About

The firm provides discretionary portfolio management, comprehensive and project-based financial planning, and financial coaching for individual clients (including high‑net‑worth households) and certain small businesses. It also offers limited‑scope financial counseling for clients referred by a financial therapy provider and operates an affiliated tax preparation and small business consulting practice.

Investment approach emphasizes Modern Portfolio Theory and primarily passive allocations implemented with ETFs and mutual funds, with continuous discretionary supervision and periodic rebalancing documented in client Investment Policy Statements. The firm implements portfolios directly (it does not use third‑party investment managers), uses a digital custodian with an option for an FDIC‑insured cash account, and can incorporate values‑based investing and select insurance or annuity solutions when appropriate.

Distinctive features include a regular program of educational seminars and speaking engagements and the distribution of general newsletters or periodicals, offerings that are less common among similarly sized supported firms. The firm’s contractual relationship to provide limited‑scope planning and counseling to a financial therapy provider and its common ownership of a tax preparation firm are notable arrangements disclosed in the brochure and may give rise to referral relationships.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Annuities Cash flow / budgeting Tax strategies for small businesses

Fee options

Fixed

Financial Coaching: $250 one-time non-refundable fee plus $125 monthly; Educational Seminars: $0 to $500 per seminar or $0 to $50 per participant

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001+: 0.60%

Project-based

$125 - $175 per hour for project-based financial planning, negotiable

Subscriptions

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

Main office location

Blazing Star Financial

1301 Sw Topeka Blvd

Topeka KS 66612-1942, United States

Number of offices

Most active in

Kansas · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 785-379-6333

Advisors at this firm

Cale Y

Series 65, Series 66

Topeka, KS

Blazing Star Financial

Cale Yost is a financial advisor at Blazing Star Financial with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Blazing Star Financial and its predecessor firms since 2023 and serves as Principal of Blazing Star Tax, LLC, providing tax preparation and small business consulting services. Yost also serves as Inspector General Superintendent with the Kansas Air National Guard, where he has been employed since 2004. Blazing Star Financial is a state-registered advisory firm managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning, discretionary investment management, and financial coaching, focusing on passive portfolio construction guided by Modern Portfolio Theory, with options for values-based investing and fixed-annuity recommendations when appropriate.

Annuities Cash flow / budgeting Tax strategies for small businesses

Bonnie M

CFP®, Series 65

Rossville, KS

Blazing Star Financial

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.

Annuities Cash flow / budgeting Tax strategies for small businesses

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