Ignite Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Financial Planning engagements are offered at an hourly rate between $250.00 and $400.00 per hour, depending on complexity.”

Flat or project fee

$1,800⁠-⁠$14,000

“The fixed fee can range between $1,800.00 and $14,000.00.”

Annual fee

$1,800⁠-⁠$20,000/yr

“The fee range is flat, ranging from $1,800 to $20,000 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ignite Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual fees are negotiable, prorated and paid in arrears on a quarterly basis.”
• “Advisory fees can be directly debited from client accounts or the client may choose to pay by check, credit card, debit credit or electronic funds transfer.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of days in the quarter the accounts are under Ignite’s management.”

How Ignite Financial’s fees compare

• Its hourly rate of $250-$400 is above the Iowa median of $250. 85% of the 47 other Iowa planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Cedar Falls that publish an hourly rate charge less.
• Its flat or project fee of $1,800-$14,000 spans the Iowa median of $3,850. 72% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Cedar Falls that publish a flat or project fee charge less.
• Its annual fee of $1,800-$20,000 spans the Iowa median of $5,000. 88% of the 8 other Iowa planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Ignite Financial

• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323489

Website

igniteplanning.com (opens in new tab)

Phone

(319) 230-9858

Other planners in Cedar Falls that publish fees

• Benchmark FinancialCedar Falls$200⁠-⁠$400/hr
• Cedar Valley Wealth AdvisorsCedar Falls$1,000
• Fencl Advisory Services, LLCCedar Falls$4,000/yr
• Navigate Financial Planning LLCCedar Falls$225/hr, $3,375

Compare all 7 planners in Cedar Falls