Charles Conners
Charles Conners is a CFP-designated registered investment advisor at Ignite Planners LLC, based in Irvine, CA, with 42 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,610 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable and billed quarterly.
Fee Estimator
Location
15615 Alton Parkway, Suite 450, Irvine, CA, 92618
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2005Customer Dispute
July 2002Customer Dispute
April 2002Other Business ActivitiesSells Insurance
Charles is an agent for accident & health, life, and variable insurance products. This activity is investment-related.
Employment History
Current Registrations
Ignite Planners LLC
Previous Registrations
Western International Securities
Western International Securities, INC.Broker
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
Npb Financial Group, LLC
Professional Financial Advisors INC
Pacific Financial Associates, INC.Broker
Associated Planners Securities CorporationBroker
Financial Network Investment CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Maureen Tsu, CFPIgnite Planners LLC
- William Arechiga, CFAFirst Foundation Advisors
- Andrew Fuller, CFPCreative Planning
- Myron Mcdonald, ChFCEagle Strategies LLC
- James Meussner, CFPCreative Planning
- Jeremy Amposta, CFPSchwab Wealth Advisory, INC.