KJ
KJ

Kenneth Johnson

23 Years of Experience
San Clemente, CA
Sells Insurance

Kenneth Johnson is a registered investment advisor at Ignite Planners LLC, based in San Clemente, CA, with 23 years of industry experience. Kenneth 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
4,610 clients
Average Client Portfolio
$247K average
Assets Under Management
$1.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

109 E. Escalones, San Clemente, CA, 92672

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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

Kenneth is involved in several outside business activities, including serving as president of Global Sourcing Services, Inc., and as a financial advisor through Trinity Advisor Group, Inc., where he offers life insurance and securities products. He also dedicates time to religious activities, board memberships, and advocating against gambling legislation.

Employment History
Current Registrations
Ignite Planners LLC
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Stonex Securities INC.Broker
April 2020 - September 2024 · 4 yrs 5 mos
SA Stone Investment Advisors INC.
April 2020 - April 2020 · 0 mos
Woodbury Financial Services, INC.
August 2014 - April 2020 · 5 yrs 8 mos
Woodbury Financial Services, INC.Broker
May 2014 - April 2020 · 5 yrs 11 mos
Hornor, Townsend & Kent, INC.Broker
March 2002 - March 2014 · 12 yrs
State Registrations2 states
ALLA
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.
Kenneth Johnson - Financial Advisor | TrueAdvisor