# Ignite Planners LLC

> 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.

- CRD: 289797
- Filed as: IGNITE PLANNERS LLC
- Also doing business as: ATLAS INVESTMENT MANAGEMENT, COOLEY & LABAS FINANCIAL, SB WEALTH, TRINITY ADVISOR GROUP, ZIZZO WEALTH PLANNING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Clemente, CA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289797
- AdvisorCensus page: https://advisorcensus.com/firm/ignite-planners-llc-san-clemente-ca-289797

## Quick answers

**How is Ignite Planners LLC compensated?**
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.

**Where is Ignite Planners LLC located?**
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).

**Is Ignite Planners LLC registered with the SEC or a state?**
Ignite Planners LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289797.

**How much does Ignite Planners LLC manage?**
Ignite Planners LLC reports $1,136,946,561 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (88% discretionary).

**How have Ignite Planners LLC's assets and staff changed since 2021?**
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.

**What types of clients does Ignite Planners LLC serve?**
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).

**Which custodians does Ignite Planners LLC use?**
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.

**Does Ignite Planners LLC report any disciplinary disclosures?**
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

**What changed in Ignite Planners LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 36 to 38.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Dunham
- Empower Financial Services, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,136,946,561
- Discretionary: $1,003,953,564
- Non-discretionary: $132,992,997

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,155 | $594,453,851 |
| High net worth individuals | 450 | $527,205,405 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $559,024 |
| Charitable organizations | 5 | $475,256 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $14,253,025 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 38 total, 38 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Collins, MS
- Corinth, MS
- Irvine, CA
- Natchitoches, LA
- San Diego, CA
- South Jordan, UT
- Trinity, AL

### Websites listed on Form ADV (Item 1.I)
- atlasinvestmentmgmt.com
- cooleylabas.com
- igniteplanners.com
- sbwealth.com
- YouTube @investwithatlas

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $346,447,174 | 9 | March 15, 2021 |
| October 2022 | $363,509,883 | 9 | September 20, 2022 |
| October 2023 | $686,344,000 | 29 | September 27, 2023 |
| October 2024 | $715,774,675 | 31 | August 22, 2024 |
| October 2025 | $941,775,371 | 36 | January 28, 2025 |
| October 2026 | $1,136,946,561 | 38 | August 3, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 36 to 38.

### April 2026
- Added the business name Zizzo Wealth Planning LLC.

### March 2026
- Regulatory assets under management went from $941,775,371 to $1,136,946,561 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ignite Planners LLC (CRD 289797): Form ADV filing data as of October 2026.