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The fee is billed in advance or in arrears and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 3 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ignite Planners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ignite Planners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ignite Planners invest in?","answer":"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. 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