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David Allred

Ignite Planners LLC
31 Years of Experience
South Jordan, UT
Sells Insurance
View SEC Summary
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David Allred is a registered investment advisor at Ignite Planners LLC, based in South Jordan, UT, with 31 years of industry experience. David 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.

Ignite Planners LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
4,610 clients
Average Client Portfolio
$247K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%. Fees are negotiable and billed quarterly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10813 S Riverfront Parkway Suite 125, South Jordan, UT, 84095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is involved with multiple businesses, including Allred Synergy (marketing and operations), Proactive Tax (tax preparation), and Allred Retirement Services (insurance agency). He also works as an investment advisor for Ignite Planners DBA Atlas Investment Management.

Employment History
Current Registrations
Ignite Planners LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Foresight Wealth Management, LLC
May 2017 - November 2022 · 5 yrs 6 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2017 - December 2024 · 7 yrs 7 mos
Girard Securities, INC.Broker
April 2011 - May 2017 · 6 yrs 1 mo
Girard Securities, INC.
April 2011 - May 2017 · 6 yrs 1 mo
AXA Advisors, LLC
December 2008 - April 2011 · 2 yrs 4 mos
AXA Advisors, LLCBroker
February 2008 - April 2011 · 3 yrs 2 mos
Questar Capital CorporationBroker
December 2006 - February 2008 · 1 yr 2 mos
Usallianz Securities, INC.Broker
April 2004 - December 2006 · 2 yrs 8 mos
Linsco/private Ledger CORP.Broker
February 2003 - April 2004 · 1 yr 2 mos
World Group Securities, INC.Broker
April 2002 - February 2003 · 10 mos
Wma Securities, INC.Broker
October 1997 - April 2002 · 4 yrs 6 mos
Wma Securities, INC.Broker
June 1994 - December 1996 · 2 yrs 6 mos
State Registrations2 states
CAUT
Advisor

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
No exam information available for this advisor.
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