Overview
Assets Under Management: $942 million
Headquarters: SAN CLEMENTE, CA
High-Net-Worth Clients: 351
Average Client Assets: $1 million
Frequently Asked Questions
IGNITE PLANNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289797), IGNITE PLANNERS LLC is subject to fiduciary duty under federal law.
IGNITE PLANNERS LLC is headquartered in SAN CLEMENTE, CA.
IGNITE PLANNERS LLC serves 351 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, IGNITE PLANNERS LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
IGNITE PLANNERS LLC manages $942 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, IGNITE PLANNERS LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 351
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.34
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,892
Discretionary Accounts: 3,712
Non-Discretionary Accounts: 180
Regulatory Filings
CRD Number: 289797
Filing ID: 2027127
Last Filing Date: 2025-11-13 11:34:34
Website: 7