Inspired Financial Planners

Overview

Inspired Financial Planners is an independent, individual-owned RIA that acts as a capital allocator for wealthy individuals, families and a small number of institutional clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses and also provides selection-of-other-advisers and pension consulting services. Fee arrangements are flexible: percentage-of-AUM engagements sit alongside hourly and fixed-fee relationships, allowing the firm to serve both ongoing wealth-management clients and project-based planning work. Investment activity centers on a blend of public-market strategies and sizable private allocations. The adviser is not an active ESG investor and, per its filings, operates under a single-adviser registration structure despite maintaining offices in more than one state. Custody relationships and account structure support both discretionary separate managed accounts and non-discretionary mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices