# Julie Betoni

> Julie Betoni is a fee-only financial advisor at Ignite Financial in Ponte Vedra Beach, Florida, who holds the CFP credential. Julie focuses on tax planning and equity compensation. Ignite Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/julie-betoni/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Ignite Financial
- **Based in:** Ponte Vedra Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $22.6M across 118 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Equity compensation
- **Works with:** Executives
- **CRD:** 4535597 (https://adviserinfo.sec.gov/individual/summary/4535597)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (2002), Series 65 (2002)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.ignite-financial.com/

## Frequently asked questions

### Is Julie Betoni a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and Ignite Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julie charge for financial advice?

Julie's firm, Ignite Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Julie Betoni based?

Julie Betoni is based in Ponte Vedra Beach, Florida.

### What does Julie specialize in?

Julie's specialties include tax planning and equity compensation. Julie works with executives.

### What credentials does Julie Betoni hold?

Julie Betoni holds the CFP credential.

### Is Julie Betoni registered with the SEC?

Yes. Julie Betoni is registered as an investment adviser representative in FL (CRD 4535597), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Ignite Financial manage?

Ignite Financial reports $22.6M across 118 accounts in assets under management.

### How do I contact Julie Betoni?

Through Julie's website, www.ignite-financial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4535597): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ignite-financial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.