Inspired Financial Planners

Overview

Inspired Financial Planners is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships and acts as a capital allocator, which suggests it places client capital with third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed fees, indicating flexibility for both ongoing portfolio management and project‑based engagements. The firm is not identified as an active ESG investor and is reported as not being a multistate adviser on its snapshot, despite operating multiple offices.

Assets & Accounts

Investments & Alternatives

Location & Offices