Julie Betoni
Ignite Financial · Ponte Vedra Beach, Florida
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.
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Specialties
Who they serve
- Executives
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 |
| Assets under management | $22.6M across 118 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 4535597 |
| Exams passed | Series 63 (2002) · Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ignite-financial.com |
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Questions about Julie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Ignite Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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