Chace Adams
Chace Adams is a CFP-designated registered investment advisor at Ignite Planners LLC, based in South Jordan, UT, with 10 years of industry experience. Chace 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
10813 S Riverfront Parkway Ste 100, South Jordan, UT, 84095
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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
Chace is involved in several business activities, including marketing and operations for Allred Synergy, tax preparation for Proactive Tax, and selling fixed annuities, life insurance, Medicare, and long-term care through Allred Retirement Services. Chace also sells Medicare and life insurance, and provides operational and client service support for Prestige Wealthwise, an investment advisory firm, dedicating about a quarter of his time to each of these activities.
Employment History
Current Registrations
Ignite Planners LLC
Previous Registrations
Prestige Wealthwide, LLC
Foresight Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Girard Securities, INC.
Girard 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.