Dominick Zizzo is a registered investment advisor at Ignite Planners LLC, based in San Clemente, CA, with 25 years of industry experience. Dominick 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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Dominick owns DZ Tax Solutions, providing tax preparation and bookkeeping services, dedicating about 10-20% of his time mostly during tax season. He also serves as Chief Compliance Officer for Prestige Wealthwide LLC, spending about a quarter of his time on duties such as trade and advertising review.
Employment History
Current Registrations
Ignite Planners LLC
Previous Registrations
Stonex Securities INC.Broker
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
TD Ameritrade, INC.Broker
State Registrations1 state
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