Gregory Cooley is a CFP-designated registered investment advisor at Ignite Planners LLC, based in San Clemente, CA, with 28 years of industry experience. Gregory 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.
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Gregory is a managing member of Cruise Street Management, managing apartments, a farm, and timberland, dedicating a few hours per week. He also serves in ministry and administration at First United Methodist Church, spends minimal time as a member of the Corinth Rotary Club, and is a co-owner of Cooley and Labas Financial Advisors, PLLC, spending nearly full-time providing financial advice.
Employment History
Current Registrations
Ignite Planners LLC
Previous Registrations
Stonex Securities INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Main Street Management CompanyBroker
State Registrations2 states
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