Ignite Planners LLC logo

Ignite Planners LLC

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Total assets under management

$941,775,371

Total clients

3,705

9% high-net worth

Total advisors

36

of 36 employees

Firm size

Multi Team

Average clients per advisor

103

Average account size

$254,190

About

Ignite Planners serves a broad mix of individuals and high‑net‑worth clients, along with trusts, estates, charitable organizations and business entities, providing asset management, financial planning and referrals to third‑party money managers. The brochure also describes a held‑away asset service that uses the Pontera platform to implement tax‑efficient asset location and rebalancing for 401(k)s, HSAs and similar accounts.

The firm constructs individualized portfolios that may include individual stocks, bonds, ETFs, mutual funds and alternative or private securities, and it says portfolios are continuously monitored and rebalanced to align with clients’ stated goals, time horizons and risk tolerances. Ignite Planners describes a multi‑disciplinary investment process that uses fundamental, technical, cyclical analysis and modern portfolio theory principles, and it provides discretionary management with periodic reviews.

What is noteworthy relative to many peers is the firm’s use of performance‑based compensation arrangements with qualified clients (including a high‑water‑mark approach and eligibility criteria described in the brochure) and its involvement with private and alternative investments such as hedge funds, REITs and BDCs. The brochure also highlights potential conflicts and overlapping activities—advisors who are registered representatives and insurance agents—and the firm’s practice of absorbing the Pontera platform fee for held‑away assets; the firm’s reported client base includes less common institutional types such as sovereign wealth funds.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Flat fees up to $50,000 for Financial Planning & Consulting services; retainer not to exceed $1,200 if services cannot be rendered within 6 months.

Percentage

Up to 2.00% annually for Asset Management services

Commissions

Representatives may receive commissions from sale of securities, including mutual fund trail fees.

Project-based

Up to $500 per hour for Financial Planning & Consulting services.

Performance-based

Performance-based fees up to 20% of net profits quarterly, charged only to Qualified Clients with at least $1,100,000 under management or net worth of at least $2,200,000.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Ignite Planners LLC

109 E. Escalones

San Clemente CA 92672, United States

Number of offices

8

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