user avatar

Jay Richardson

Advisor at Inspire Advisors, LLC

Updated today

Location

Nickel, TX

Credentials

CFP®, CFA®, Series 63

Industry experience

11 years

About

Jay Richardson is a CFP® and CFA® with 10 years of industry experience. He has worked at Inspire Advisors, LLC since 2019 and previously held positions at Mutual Advisors, LLC and Wilmington Trust. Outside of his advisory role, he is involved as an owner and rancher at Kunkel Circle K Ranch, LLC. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of quantitative and fundamental strategies, often implementing portfolios via model allocations and affiliated ETFs.

Client services

Based on Inspire Advisors, LLC

Portfolio management Selection of other advisers Sub-advisory services/consulting

Expertise

Based on Inspire Advisors, LLC

ESG / Sustainable investing

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

$100 to $100,000 depending on complexity and scope, negotiable

Percentage

$0 - $49,999: 1.50% $50,000 - $124,999: 1.25% $125,000 - $249,999: 1.15% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.05% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: 0.75% Or Negotiable

Project-based

$100 to $500 per hour, negotiable

Location

Nickel, TX

Most active in

California · Texas

Work history

INSPIRE ADVISORS, LLC dba Kingdom Wealth Stewards

2019 - Present (7 years)

Mutual Advisors, LLC dba Newport Coast Wealth Management

2018 - 2019 (1 year)

Wilmington Trust

2004 - 2017 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brian F

CFP®, Series 66

Gonzales, TX

Prospera Financial Services, inc.

Brian Fees is a CFP® professional with 18 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2007. He is based in Gonzales, TX. Outside of his advisory role, Fees spends time providing taxidermy services through a nonprofit organization focused on quail habitat, dedicating several hours weekly outside normal business hours. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and 140 offices. The firm serves individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning through multiple platforms and customizable portfolio solutions.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Freeman J

Series 66

Moulton, TX

LPL Financial

Freeman James is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ICA Group Wealth Management, LLC, Crossroads Bank, BWI Companies, and Cal-Maine Foods. He is also a commissioned notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Alex W

Series 66

Gonzales, TX

Edward Jones

Alex Webster is a financial advisor at Edward Jones with eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent 13 years at Chuck Nash. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
user avatar

Gary K

Series 63, Series 65

Shiner, TX

Cetera

Gary Kusak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and its affiliates since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. Outside of advising, Kusak manages Kusak Farms, which involves farming and livestock production, and performs as a musician at social events. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

John E

Series 63, Series 65

Gonzales, TX

LPL Financial

John Edgecomb is a financial advisor at LPL Financial with 45 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates and Merrill. Outside of financial advising, he owns Edgecomb Automotive Restoration, a business focused on automotive restoration. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and delivers services through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Dane K

Series 66

Gonzales, TX

Edward Jones

Dane King is a Series 66-licensed financial advisor with Edward Jones, based in Gonzales, TX, and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")