Ignite Planners LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.1B

Discretionary

$1B

88% of AUM

Avg account

$246K

Accounts

4,614

Employees

38

Advisory reps

25

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

FINTRX

Overview

Ignite Planners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2017. The firm acts as a capital allocator and serves both individual and family clients as well as institutional clients. Its advisory scope includes financial planning and portfolio management across individuals/small businesses, pooled investment vehicles, and business or institutional accounts, and it also performs selection-of-other-advisers work. The firm uses a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees — reflecting flexibility in how it charges for advisory and portfolio services. Ignite Planners does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Jena Schuster
Chief Investment OfficerCRD 3070897
Dominick Zizzo
Chief Compliance OfficerCRD 3218444
Andrew Labas
Chief Financial Officer & Chief Compliance OfficerCRD 4605288

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Contacts

3 of 21

David Allred
Investment AdvisorCRD 2496873
Ronald Hada
Investment AdvisorCRD 3257051
Chace Adams
Investment AdvisorCRD 6515855

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 274

Active vs passive

$534M in ETFs

Passive

64%

$344M

Active

33%

$190M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US LARGE-CAP GROWTH ETF (SCHG)	Schwab	Passive	Large Growth	$31.7M	936,080	5.93%

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Primary office

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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