Ignite Planners Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.0B
- Clients
- 4,610
- Avg AUM / client
- $247K
- Accounts
- 4,614
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4,155 | $594M | 52.3% |
| High net worth individuals | 450 | $527M | 46.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $559K | 0.05% |
| Charitable organizations | 5 | $475K | 0.04% |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $14.3M | 1.25% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Skywest, Inc. Employees' Retirement Plan Skywest, Inc. | 2024 |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Burton Labas | Managing Member | CFP | Nov 2017 (9y) | 25% – 50% |
| Gregory Howard Cooley | Managing Member | CFP | Nov 2017 (9y) | 25% – 50% |
| Jena Elizabeth Schuster | Managing Member | Nov 2017 (9y) | 25% – 50% | |
| Dominick Anthony Zizzo | Chief Compliance Officer | Nov 2018 (8y) | Less than 5% | |
| David John Allred | Managing Member | Sep 2022 (4y) | 25% – 50% | |
| Kenneth Cleo Johnson | Registered representative | Apr 2020 (6y) | ||
| Chace Tejler Adams | Registered representative | CFP | Sep 2022 (4y) | |
| Joel David Slatter | Registered representative | Sep 2022 (4y) | ||
| Ronald William Hada | Registered representative | CFP | Sep 2022 (4y) | |
| Leonard Emil Moulin | Registered representative | CFA | Nov 2022 (4y) | |
| Hunter Jefcoat | Registered representative | Nov 2022 (4y) | ||
| Stephen Mark Swensen | Registered representative | Mar 2023 (3y) | ||
| Jaxson Allred | Registered representative | Oct 2023 (3y) | ||
| Wesley Archer Haynes | Registered representative | Oct 2023 (3y) | ||
| Kwintone Wade Houberg Lawton | Registered representative | Dec 2023 (3y) | ||
| Jimmy Dale Long | Registered representative | Apr 2024 (2y) | ||
| Jacob Teancum Allred | Registered representative | Apr 2024 (2y) | ||
| Jordan Carter Allred | Registered representative | Oct 2024 (2y) | ||
| Gavin John Fronk | Registered representative | Nov 2024 (2y) | ||
| Andrew David Tsu | Registered representative | Mar 2025 (1y) | ||
| Charles Brian Conners | Registered representative | CFP | Mar 2025 (1y) | |
| Maureen Ming Yuan Tsu | Registered representative | CFP | Mar 2025 (1y) | |
| Conner Taylor | Registered representative | Oct 2025 (1y) | ||
| Marshall Okerlund | Registered representative | Apr 2026 (0y) | ||
| Samuel Scott Schofield | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Skywest, Inc. Employees' Retirement Plan | Skywest, Inc. | 15,517 | $1.4B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 1.35 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $113M (10% of AUM) May 2026
- Dunham & Associates Investment Counsel, Inc. $81.0M (9% of AUM) Nov 2025
- Empower Financial Services, Inc. $3.5M (0% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗