Enspyre Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Enspyre provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and certain trusts, estates and charitable organizations, managing roughly $217.7 million for about 133 clients. Services include continuous asset management, comprehensive financial planning and ongoing consultations, and the firm discloses a recommended account minimum of $1,000,000 with exceptions considered.
The firm’s investment approach combines tactical, strategic and dynamic asset allocation and typically constructs diversified portfolios using mutual funds, equities, fixed income, ETFs, REITs and certificates of deposit while generally avoiding market timing. Its planning process centers on a personalized “Blueprint” for retirement that coordinates retirement income, employer benefits (including familiarity with Fortune 500 plans), legacy planning, tax considerations and health‑care benefit strategies and involves coordination with clients’ CPAs and attorneys.
Noteworthy aspects compared with peers include a structured seminar program—company‑sponsored workshops focusing on employer benefit and retirement plans and public educational seminars—and disclosed marketing and travel expense arrangements with product sponsors. The firm operates with a single advisory principal while managing over $200 million in client assets, and its materials also indicate the use of client testimonials in advertising, practices that are uncommon among similarly supported firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee up to $10,000 (negotiable) for financial plans and consultations; seminars fees range from $0 to $10,000 (negotiable)
Up to $500 per hour (negotiable) for financial plans and consultations
Ongoing financial consultation fees up to $10,000 per year, charged quarterly in advance (negotiable)
Account minimum: $1,000,000 Fee-only: Hourly fee up to $500/hour; Fixed fee up to $10,000 (both negotiable) for financial plans and consultations
Main office
724 Bielenberg Dr., Suite 144
Woodbury MN 55125
Advisors at this office
1
Most active in
Arizona · Minnesota · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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