Andrew
Labas
Ignite Planners LLC
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About this Advisor
Andrew Labas is a certified financial planner based in San Clemente, California with a total of 5 years of industry experience. Labas is on the advisory team at Ignite Planners LLC. Throughout their career, they have worked at Cetera Advisor Networks LLC, Sa Stone Wealth Management Inc, Ignite Planners LLC and Girard Securities, Inc. Labas has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Mississippi. Ignite Planners LLC is a firm that has its headquarters in San Clemente, CA. The company has offices in six locations and a total of 29 financial advisors. It oversees $686 million in assets between its 3,084 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 3,084 client accounts, just 5% are held by high-net-worth clients who have more than $1 million in assets. Ignite Planners LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on which services are offered. Fee types billed by Ignite Planners LLC most likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ignite Planners LLC Brokerage Details
$686,344,000
29
3,084
$222,550
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Labas Work History
Andrew has been registered as a financial advisor for 5 years.*
Sa Stone Wealth Management Inc
Ignite Planners LLC
Cetera Advisor Networks LLC
Girard Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Labas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
