Wealth manager, independent · SAN Clemente, CA
Ignite Planners LLC
SEC-registered investment adviser · CRD 289797 · SEC 801-112029
At a glance
Ignite Planners LLC is an SEC-registered investment adviser based in SAN Clemente, California, with $1.1B in regulatory assets under management as of its Form ADV filed August 3, 2026. It reports 4,605 individual clients, 450 of them high-net-worth, holding an average of about $0.2 million each, and 38 employees. That ranks it 966th among the nation’s 5,657 independent wealth management RIAs and 114th of 714 in California. It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Empower Financial Services and Dunham.
Main office 619-504-1907igniteplanners.comAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among independent wealth managers
- #966 of 5,657
- Rank among all SEC RIAs
- #4,992 of 17,210
- Rank in California
- #114 of 714
- Individual clients
- 4,605
- High-net-worth clients
- 450
- Accounts
- 4,614
- Discretionary
- 88% of AUM
- Employees
- 38
- Advisory staff
- 38
- Offices
- 8
Owners and executives on its Form ADV
- Jena E. SchusterManaging Member
- Andrew B. LabasManaging Member
- Gregory H. CooleyManaging Member
- Dominick A. ZizzoChief Compliance Officer
- David J. AllredManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Ignite Planners LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 4,155 | $594M | 52% |
| High-net-worth individuals | 450 | $527M | 46% |
| Sovereign wealth funds and foreign official institutions | – | $14M | 1% |
| Pension and profit sharing plans | – | $1M | <1% |
| Charitable organizations | 5 | $0M | <1% |
Private funds
Ignite Planners LLC reports 2 private funds with $23M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Ignite Planners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗igniteplanners.com ↗
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The full record on Ignite Planners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 3,207 peers of its type and size
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- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in California
All of California →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Cheviot Value Management, LLCBeverly Hills | $1.2B | 578 |
| L & S Advisors, IncLOS Angeles | $1.2B | 1,054 |
| Atlas Capital Advisors Inc.SAN Francisco | $1.1B | 137 |
| CLG LLCLong Beach | $1.1B | 1,434 |
| Vantage Wealth Management, LLCSAN Mateo | $1.1B | 635 |
| Fiduciary Financial Group, LLCSAN Rafael | $1.1B | 412 |
Background
Questions
How much does Ignite Planners LLC manage?
Ignite Planners LLC reports $1.1B in regulatory assets under management across 4,614 accounts, 88% of it on a discretionary basis, on its Form ADV filed August 3, 2026.
How many clients does Ignite Planners LLC have?
It reports 4,605 individual clients: 450 high-net-worth individuals and 4,155 other individuals. Individuals account for about 99% of its regulatory assets.
Where is Ignite Planners LLC headquartered?
Its main office is in SAN Clemente, California. It reports 8 offices in total and 38 employees, 38 of whom perform investment advisory functions.
How does Ignite Planners LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees; performance-based fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Ignite Planners LLC use?
It reports 3 custodians for its clients’ separately managed accounts: Charles Schwab, Empower Financial Services and Dunham. On Schedule D of its Form ADV filed August 3, 2026, it reports these amounts held: Charles Schwab ($113M); Empower Financial Services ($4M); Dunham ($0M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Ignite Planners LLC a hybrid RIA with a broker-dealer?
Ignite Planners LLC is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Ignite Planners LLC a fiduciary?
As an SEC-registered investment adviser, Ignite Planners LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 4 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Ignite Planners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →