Ignite Planners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$50,000

“Flat fees will not exceed $50,000.”

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

How Ignite Planners LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly in advance or arrears based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Ignite Planners LLC’s fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in San Clemente that publish a flat or project fee charge less.

About Ignite Planners LLC

• Firm size: 38 employees.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

4,605

Employees

38

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$1,136,946,561

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289797

Website

youtube.com/@investwithatlas (opens in new tab)

Phone

(619) 504-1907

Can advise clients in 25 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Missouri, Mississippi, Montana, North Carolina, Nevada, Ohio, Oregon, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin, Wyoming

Other planners in San Clemente that publish fees

• 8020 Capital ManagementSan Clemente$5,000⁠-⁠$10,000
• MT Ryan, Inc.San Clemente$85/hr, $750⁠-⁠$5,000
• Two Palms FinancialSan Clemente$4,000⁠-⁠$25,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 8 planners in San Clemente