Ikigai Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ikigai Planning works with individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and business entities, with a stated focus on business owners and clients who receive equity compensation. The firm offers ongoing wealth management (financial planning with an optional investment management component) and limited-scope, project-based financial planning engagements.
The firm’s investment approach is evidence‑based and academic in orientation, emphasizing strategic asset allocation, broadly diversified exposure to well‑documented return factors, and implementation primarily through low‑cost passive funds and systematic vehicles. Financial planning is delivered on an ongoing, client‑specific basis with attention to goals, time horizon, and risk tolerance rather than market timing or active stock selection.
What distinguishes the firm from many peers is its principal’s concurrent law practice: the brochure discloses that the firm’s owner maintains a separate legal practice and may make bi‑directional referrals, with about 15% of professional time devoted to legal work and written policies to manage the resulting conflict. The firm also includes retirement plan consulting for employer plan sponsors as part of its wealth management offering and is a newly registered adviser that currently reports no assets under management.
Client services
Expertise
Occupation focus
Fee options
Fee-only: Initial Plan Fee: up to $5,000 one-time; Ongoing Financial Planning Fee: $3,000 to $20,000 per year, billed monthly in arrears; Project-Based Financial Planning Fixed Fee: $3,000 to $20,000 one-time
Main office
Tustin CA
Advisors at this office
1
Most active in
California
Also doing business as
Ian Benjamin Kasoff · Ikigai Financial Planning · Ikigai Planning · Kasoff Financial Planning · Kasoff, Ian, Benjamin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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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