{
  "crd_number": 289797,
  "slug": "ignite-planners-llc-san-clemente-ca-289797",
  "primary_business_name": "IGNITE PLANNERS LLC",
  "legal_name": "IGNITE PLANNERS LLC",
  "dbas": [
    "ATLAS INVESTMENT MANAGEMENT",
    "COOLEY & LABAS FINANCIAL",
    "SB WEALTH",
    "TRINITY ADVISOR GROUP",
    "ZIZZO WEALTH PLANNING LLC"
  ],
  "city": "San Clemente",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-11-13",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 1136946561.0,
  "raum_discretionary": 1003953564.0,
  "raum_non_discretionary": 132992997.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 38,
  "advisory_employees": 38,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 475256.0,
      "count": 5
    },
    "individuals": {
      "raum": 594453851.0,
      "count": 4155
    },
    "pension_profit_sharing": {
      "raum": 559024.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 527205405.0,
      "count": 450
    },
    "sovereign_wealth_foreign_official": {
      "raum": 14253025.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "LA",
    "MO",
    "MS",
    "MT",
    "NC",
    "NV",
    "OH",
    "OR",
    "SC",
    "TN",
    "TX",
    "UT",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://atlasinvestmentmgmt.com",
    "https://cooleylabas.com",
    "https://igniteplanners.com",
    "https://sbwealth.com",
    "https://youtube.com/@investwithatlas"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289797",
  "city_as_filed": "SAN CLEMENTE",
  "url": "https://advisorcensus.com/firm/ignite-planners-llc-san-clemente-ca-289797",
  "display_name": "Ignite Planners LLC",
  "summary": "Ignite Planners LLC is an SEC-registered investment advisory firm in San Clemente, CA, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. Ignite Planners LLC (CRD 289797): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Ignite Planners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ignite Planners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Ignite Planners LLC located?",
      "a": "Ignite Planners LLC's principal office is in San Clemente, CA, according to its Form ADV; the September 2026 filing also lists 7 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Ignite Planners LLC registered with the SEC or a state?",
      "a": "Ignite Planners LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289797."
    },
    {
      "q": "How much does Ignite Planners LLC manage?",
      "a": "Ignite Planners LLC reports $1,136,946,561 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (88% discretionary)."
    },
    {
      "q": "How have Ignite Planners LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Ignite Planners LLC: Regulatory assets under management: $346,447,174 in the October 2021 data and $1,136,946,561 in the October 2026 data, up 228%. Total employees: 9 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ignite Planners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,155); high net worth individuals (450); charitable organizations (5)."
    },
    {
      "q": "Which custodians does Ignite Planners LLC use?",
      "a": "Ignite Planners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Dunham and Empower Financial Services, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ignite Planners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289797"
    },
    {
      "q": "What changed in Ignite Planners LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 36 to 38."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 346447174.0,
      "total_employees": 9,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 363509883.0,
      "total_employees": 9,
      "filing_date": "2022-09-20"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 686344000.0,
      "total_employees": 29,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 715774675.0,
      "total_employees": 31,
      "filing_date": "2024-08-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 941775371.0,
      "total_employees": 36,
      "filing_date": "2025-01-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1136946561.0,
      "total_employees": 38,
      "filing_date": "2026-08-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 36 to 38."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Zizzo Wealth Planning LLC."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $941,775,371 to $1,136,946,561 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Dunham",
      "name_as_filed": "DUNHAM",
      "affiliated": false
    },
    {
      "name": "Empower Financial Services, Inc.",
      "name_as_filed": "EMPOWER FINANCIAL SERVICES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ignite-planners-llc-san-clemente-ca-289797.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4155,
      "fewer_than_5": false,
      "raum": 594453851.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 450,
      "fewer_than_5": false,
      "raum": 527205405.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 559024.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 475256.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": true,
      "raum": 14253025.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/289797",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}