Ignite Planners LLC is a large advisory firm based in San Clemente. It manages $130.62 million of regulatory assets for 682 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, California, Florida, and 6 other states.
Ignite Planners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ignite Planners LLC is $130.62 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ignite Planners LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Ignite Planners is individuals with 601 clients and $86.72 million of assets under management. Among the 12 most similar advisory firms, Ignite Planners has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $129.86 million for 681 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ignite Planners doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ignite Planners LLC performs its advisory services is located at 109 E. Escalones, San Clemente, CA 92672, which is also the mailing address of the firm. An additional office of the firm is in Corinth, MS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 619-504-1907. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at cooleylabas.com/ and its LinkedIn profile.