Ignite Planners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1,000 clients last fiscal year. The firm advises 2 private funds.
Ignite Planners reports 4,610 clients. They include 4,155 individual clients, 450 high-net-worth individuals and 5 charitable organizations. Of its assets, 88.3% ($1B across 4,216 accounts) are managed with discretion; $133M across 398 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 90% | 52% |
| High-net-worth individuals | 10% | 46% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | <1% | <1% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 4,155 | $594M | 52.3% | $143K |
| High-net-worth individuals | 450 | $527M | 46.4% | $1.17M |
| Pension and profit-sharing plans | Fewer than 5 | $559K | 0.0% | — |
| Charitable organizations | 5 | $475K | 0.0% | $95.1K |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $14.3M | 1.3% | — |
| Total | 4,610 | $1.14B | 100% | — |
- Clients
- 4,155
- Regulatory AUM
- $594M
- AUM share
- 52.3%
- Avg. per client
- $143K
- Clients
- 450
- Regulatory AUM
- $527M
- AUM share
- 46.4%
- Avg. per client
- $1.17M
- Clients
- Fewer than 5
- Regulatory AUM
- $559K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $475K
- AUM share
- 0.0%
- Avg. per client
- $95.1K
- Clients
- Fewer than 5
- Regulatory AUM
- $14.3M
- AUM share
- 1.3%
- Avg. per client
- —
Total
- Clients
- 4,610
- Regulatory AUM
- $1.14B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 2
- Financial planning clients last fiscal year
- 1000
Ignite Planners charges up to 2.00% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting are billed hourly at a maximum of $500 an hour, or as a flat fee not exceeding $50,000.
Jena Schuster owns 25% to 50% of Ignite Planners. It has 38 employees.
Leadership
- Dominick ZizzoChief
- Jena SchusterManaging Member
- Andrew LabasManaging Member
- Gregory CooleyManaging Member
- David AllredManaging Member
Investment adviser representatives
24 representatives listed in the SEC register as of 9 October 2026.
- Chace Tejler Adams
- David John Allred
- Jacob Teancum Allred
- Jaxson Allred
- Jordan Carter Allred
- Charles Brian Conners
- Gregory Howard Cooley
- Gavin John Fronk
- Ronald William Hada
- Wesley Archer Haynes
- Kwintone Wade Houberg-Lawton
- Hunter Jefcoat
- Kenneth Cleo Johnson SR
- Andrew Burton Labas
- Jimmy Dale Long JR
- Leonard Emil Moulin III
- Samuel Scott Schofield
- Jena Elizabeth Schuster
- Joel David Slatter
- Stephen Mark Swensen
- Conner Taylor
- Andrew David Tsu
- Maureen Ming-yuan Tsu
- Dominick Anthony Zizzo
Staff
- 38 employees
- 38 in advisory functions
- 22 state-registered reps
- 4 broker-dealer reps
- 8 insurance agents
- Owns 25% to 50% of Ignite Planners LLC
Jena Schuster
Control person · since November 2017
- Owns 25% to 50% of Ignite Planners LLC
Andrew Labas
Control person · since November 2017
- Owns 25% to 50% of Ignite Planners LLC
Gregory Cooley
Control person · since November 2017
- Owns 25% to 50% of Ignite Planners LLC
David Allred
Control person · since November 2022
Ignite Planners’ regulatory assets grew 3.3× from $346M (March 2021) to $1.14B (August 2026); clients rose from 734 to 4,610 and employees from 9 to 38. In 2022, Rincon Pacific Management (SB Wealth) ($221M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.14B | 4,610 | 38 | 8 |
| January 2025 | $942M | 3,710 | 36 | 8 |
| June 2024 | $716M | 3,497 | 31 | 6 |
| July 2023 | $686M | 2,344 | 29 | 7 |
| February 2022 | $364M | 1,303 | 9 | 5 |
| March 2021 | $346M | 734 | 9 | 6 |
Firms that joined
20221 joined
- Rincon Pacific Management (SB Wealth)Last filed AUM $221M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Ignite Planners has 7 offices, with 8 listed addresses across 5 states.
California · 3 listed addresses
- 109 E. Escalones, San ClementeHQ
- 4025 Camino Del Rio South, San Diego
- 15615 Alton Parkway, Irvine
Mississippi · 2 listed addresses
- 409 Cruise Street, Corinth
- 115 Main Street, Collins
Alabama · 1 listed address
- 26050 Al Hwy 24, Trinity
Louisiana · 1 listed address
- 4133 University Pkwy, Natchitoches
Utah · 1 listed address
- 10757 S River Front Pkwy, South Jordan
Other business names
Ignite Planners has reported 5 other business names to the SEC.
- Atlas Investment Management
- Cooley & Labas Financial
- SB Wealth
- Trinity Advisor Group
- Zizzo Wealth Planning LLC
Contact and registration details
- Legal name
- Ignite Planners LLC
- Headquarters
- 109 E. Escalones, San Clemente, CA 92672
- Website
- igniteplanners.com
- Phone
- 619-504-1907
- SEC file
- 801-112029
- Structure
- Delaware LLC
- Fiscal year end
- December
Ignite Planners uses Charles Schwab ($113M, 97%), Empower ($3.5M, 3%) and Dunham & Associates Investment Counsel ($0, 0%) as custodians for its separately managed accounts. Ignite Planners has custody of $637K in client assets for 587 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $113M97%
- EmpowerEmpower Financial Services, Inc. · Greenwood Village, CO · $3.5M3%
At year end, Ignite Planners’ separately managed accounts were mostly in stocks (58%) and funds (21%). Its reported 13F holdings for the quarter ended 30 June 2026 total $729M across 426 positions; the largest are Schwab Strategic TR (4.3%), Apple Inc. (4.2%) and First TR Exchng Traded FD VI (3.5%).
What the accounts hold
- Stocks58%
- Exchange-traded equities52%
- Non-exchange-traded equities6%
- Funds21%
- Bonds6%
- U.S. government and agency bonds4%
- Sovereign bonds1%
- High-yield corporate bonds1%
- Cash11%
- Other4%
- Derivatives4%
Reported 13F holdings
- $729M
- Reported 13F value
- 426
- Positions
- 23.5%
- In the 10 largest
- +12.6%
- Value vs. prior quarter
- Schwab Strategic TR · US Lcap GR ETF4.3%
- Apple Inc.4.2%
- First TR Exchng Traded FD VI · FT Ladd Buff ETF3.5%
- Nvidia Corporation3.1%
- Microsoft Corp.1.6%
- Amazon Com Inc.1.5%
- State Str SPDR S&P 500 ETF T · TR Unit1.4%
- Alphabet Inc. · Cap Stk CL A1.3%
- SPDR Index Shs Fds · ST Str PO EX ETF1.3%
- SPDR Series Trust · ST Str P500val1.3%
Together, the ten largest are 23.5% of reported value.
How many clients does Ignite Planners have?
Ignite Planners has 4,610 clients and manages $1.14 billion for them, as of August 2026. They include 4,155 individual clients, 450 high-net-worth individuals and 5 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 August 2026
What services does Ignite Planners offer?
Ignite Planners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ignite Planners charge?
Ignite Planners charges up to 2.00% a year for its Asset Management. The fee is billed in advance or in arrears and is negotiable.
Source: FORM ADV PART 2A - FIRM BROCHURE, filed 3 August 2026
Which custodians does Ignite Planners use?
Ignite Planners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $113M and Empower Financial Services, Inc. (Greenwood Village, CO), with $3.5M. The filing also lists Dunham & Associates Investment Counsel, Inc. with no separately managed account assets.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 August 2026
How many financial advisors does Ignite Planners have?
Ignite Planners has 22 investment adviser representatives registered with state securities authorities, out of 38 employees, and 38 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 8 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ignite Planners invest in?
At the end of its last fiscal year, Ignite Planners’ separately managed accounts held 52% exchange-traded equities, 21% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 6% non-exchange-traded equities, 4% U.S. government and agency bonds, 4% derivatives, 1% sovereign bonds and 1% high-yield corporate bonds. It advises 2 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ignite Planners?
Ignite Planners’ direct owners are Jena Schuster, Andrew Labas, Gregory Cooley and David Allred, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 3 August 2026
How does Ignite Planners get paid?
Ignite Planners is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ignite Planners?
Ignite Planners’ main office is at 109 E. Escalones, San Clemente, CA 92672. Its phone number is 619-504-1907. Its website is igniteplanners.com.