Andrew
Tsu

Ignite Planners LLC

CRD#7337227
Investment Advisor
in San Clemente, CA

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About this Advisor

Andrew Tsu is a financial advisor based in San Clemente, California, working with Ignite Planners LLC. Andrew has previously held positions at Npb Financial Group, LLC, Andrew Tsu Esq, Spach, Capaldi & Waggaman, Llp, Western International Securities, Inc, and Ignite Planners LLC. Andrew has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Andrew is part of Ignite Planners LLC, which operates out of San Clemente, California. The firm has 7 offices and 36 employees. Ignite Planners LLC manages assets totaling $941.8 million and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Ignite Planners LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

109 E. Escalones
San Clemente, CA 92672

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Ignite Planners LLC Brokerage Details

Total Assets Under Management

$941,775,371

CA Average: $7,578,581,321
Total Number of Employees

36

CA Average: 43
Total Number of Accounts

3,892

CA Average: 3,727
Average Account Size

$241,977

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Andrew Tsu Work History

2025 - Present (0 year)

Ignite Planners LLC

2024 - Present (1 year)

Western International Securities, Inc

2022 - Present (3 years)

Andrew Tsu Esq

2022 - 2024 (2 years)

Western International Securities, Inc

2021 - 2022 (1 year)

Npb Financial Group, LLC

2010 - 2022 (12 years)

Spach, Capaldi & Waggaman, Llp

Disclosures

Please visit the SEC profile of Andrew Tsu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ignite Planners LLC

Gavin Fronk
Tremonton, UT
Chace Adams
South Jordan, UT
Jordan Allred
South Jordan, UT
Jacob Allred
South Jordan, UT
Stephen Swensen
South Jordan, UT
Wesley Haynes
San Clemente, CA
Jaxson Allred
San Clemente, CA
Hunter Jefcoat
San Clemente, CA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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