Ikigai Planning is a fee-only registered investment advisor operating as a sole proprietorship based in Orange, California. Founded by Ian Kasoff, the firm specializes in working with business owners, individuals with equity compensation, and clients seeking comprehensive financial planning. Ikigai Planning offers two primary service models: Wealth Management, which is an ongoing relationship providing continuous financial planning and optional investment management, and Project-Based Financial Planning, which is a one-time engagement addressing specific financial goals. The firm utilizes evidence-based, academic research-driven investment strategies primarily using passive index mutual funds and exchange-traded funds. Ikigai Planning does not require a minimum account size and acts legally required to act in your best interest at all times.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Investment management is optional and only available as an add-on to ongoing wealth management. Fees are billed quarterly in arrears based on the average daily balance.