David Allred
David Allred is a registered investment advisor at Ignite Planners LLC, based in San Clemente, CA, 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 Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 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
Ignite Planners charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are negotiable and are typically deducted from client accounts quarterly in advance or arrears. Ignite Planners also recommends private fund investments, which have separate management fees and performance-based allocations.
Location
109 E. Escalones, San Clemente, CA, 92672
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
Foresight Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Girard Securities, INC.Broker
Girard Securities, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Linsco/private Ledger CORP.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Wma Securities, INC.Broker
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.