Ignite Planners LLC
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Overview
Ignite Planners LLC operates as a financial advisory firm headquartered in San Clemente, California. The company manages $686.3 million in assets under management across 3,084 accounts, making it one of the bigger investment advisory firms in the nation by assets under management (AUM). Ignite Planners LLC has a small team, including 29 financial advisors. Ignite Planners LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, options and equities.
Ignite Planners LLC manages all of its client assets in a discretionary manner. Discretionary management signifies that transaction decisions for the client's account are made by a portfolio manager without needing to seek client approval. The advisory firm's typical account size is $222,550. An average financial advisor at Ignite Planners LLC oversees about 106 client accounts.
The firm's headquarters is at 109 E. Escalones, San Clemente, California 92672. The company is legally registered to serve investors across 22 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ignite Planners LLC by the Numbers
$686.3 million
29
3,084
$222.5 thousand
Products and Services
Ignite Planners LLC offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Notably, the company did not provide any of its clients with financial planning services in the previous fiscal year. It is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients. The firm is also affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advisory services typically are based on which services the firm provides the client. However, fees charged by Ignite Planners LLC can include any combination of the following fee types: asset-based or fixed. Ignite Planners LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Ignite Planners LLC provides services to retail investors and high net worth investors. Out of its 3,084 clients, Ignite Planners LLC's biggest client group is retail investors, although it also serves 119 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 5.08%
- Other Individuals - 94.92%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ignite Planners LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ignite Planners LLC
South Jordan, UT
South Jordan, UT
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
San Clemente, CA
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