Ignite Planners LLC
Firm details
- Headquarters
- San Clemente, California
- CRD number
- 289797
- Registered since
- November 13, 2017
- Website
- www.igniteplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC., DUNHAM
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Individuals52.29%
- HNWI46.37%
- Sovereign Wealth Funds1.25%
- Pension & Profit Sharing Plans0.05%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ignite Planners LLC is an independent, individual‑owned registered investment adviser that has been SEC‑registered since 2017. The firm serves both individuals/families and institutional clients and operates as a capital allocator, combining financial planning with discretionary and non‑discretionary portfolio management. Its advisory services include financial planning, portfolio management for individuals, small businesses and pooled vehicles, portfolio management for institutions, and the selection of other advisers. Fee arrangements include percentage‑of‑AUM billing, flat fees, and performance‑based fees. Ignite Planners does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents11%
- Non-Exchange Traded Equities6%
- US Government Bonds4%
Owners & executives
3 of 4
Andrew Labas
Chief Financial Officer & Chief Compliance OfficerCRD 4605288
Jena Schuster
Chief Investment OfficerCRD 3070897
Dominick Zizzo
Chief Compliance OfficerCRD 3218444
Contacts
3 of 20
Kwintone Houberg-lawton
Investment AdvisorCRD 5118172
Kenneth Johnson
Financial AdvisorCRD 4509240
Ronald Hada
Investment AdvisorCRD 3257051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 301Active vs passive
$551M in ETFs
60%
$331M
36%
$220M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $32.3M | 895,801 | 5.86% |
Location
San Clemente, CA
Orange
Location
San Clemente, CA
Headquartered in San Clemente, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 109 E Escalones
- Time zone
- PT (UTC-8)
- Office locations
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