Ignite Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ignite Financial LLC is a fee-only registered investment adviser that provides comprehensive financial planning, discretionary investment management, and pension consulting to executives, business owners, and individuals with complex financial situations. The firm manages roughly $22 million in discretionary assets for a small client base and focuses primarily on individual and high‑net‑worth clients.
The firm tailors portfolios to client objectives using firm-developed model portfolios and a mix of technical, fundamental, and cyclical analysis within a modern portfolio framework, and typically manages accounts on a discretionary basis with ongoing monitoring and rebalancing. It also offers management of held-away retirement accounts via a third‑party platform so it can advise on and implement strategies for employer-sponsored plan assets without taking custody.
Distinctive practice features include a required onboarding process and a minimum annual engagement commitment; the firm does not offer standalone planning or standalone investment management to new clients but provides its services as an integrated ongoing relationship. Ignite routinely directs brokerage to a single custodian through an institutional platform and discloses receiving economic benefits from that relationship, and it states that it no longer sells commissionable insurance products despite the advisor maintaining insurance licensure.
Client services
Occupation focus
Demographic focus
Fee options
Financial plan monitoring & management onboarding fee $7,500 (non-retired clients) or $6,500 (retirees), with monthly fees of $895 or $595 respectively
<$3,000,000 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% >$10,000,001+: 0.70%
Account minimum: $10,000 minimum annual fee for new clients Minimum fee: Minimum annual fee of $10,000 for new clients Fee-only: Fee-only firm; compensation solely from client fees, no commissions
Main office
Ponte Vedra Beach FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Envision Wealth Advisory Group · Ignite Financial · Ignite Financial LLC · True North Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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