Inspire Advisors, LLC logo

Inspire Advisors, LLC

Updated today

Client AUM

$1,318,508,294

Clients

3,523

Advisors

77

across 51 offices

About

Inspire Advisors, LLC is a registered investment adviser that manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high‑net‑worth individuals, along with institutions, charitable organizations, broker‑dealers and other investment advisers. The firm offers discretionary and non‑discretionary portfolio management (including model portfolios and sub‑advisory arrangements), financial planning, participant account management through a third‑party platform, and consulting services to brokerage customers.

The firm integrates Biblically Responsible Investing throughout its advice using a proprietary Inspire Impact Score™ and an affiliated screening tool (Inspire Insight), and it uses a mix of methods — including fundamental, technical, quantitative analysis and modern portfolio theory — to construct models and portfolios. Inspire frequently delegates management to sub‑advisors or its affiliated manager, maintains proprietary ETFs, and provides tax‑mitigation services such as custom indexing on its TAMP platform while typically operating under discretionary authority.

Distinctive features in the brochure include the firm’s explicit practice of, with client consent, voting proxies consistent with its interpretation of biblical values and the routine recommendation of proprietary ETFs and affiliated managers, which the disclosure identifies as potential conflicts of interest. The brochure also reflects two uncommon characteristics for an enterprise adviser: it does not identify corporate or business clients as a client type, and its advisory compensation is predominantly percentage‑of‑AUM across multiple blended and negotiable schedules rather than relying on firmwide fixed advisory fees (financial planning may be charged fixed or hourly in limited circumstances).

Client services

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

Expertise

ESG / Sustainable investing

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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

Main office

See office

3597 E Monarch Sky Ln, Suite 330

Meridian ID 83646

Advisors at this office

10

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Also doing business as

33 Financial · Backwards Planning Financial · Big Picture Wealth · City Financial · Craig Wealth Advisors LLC · Fidelis Financial · Freedom Quest Financial Solutions · God's Harvest Wealth Management · Incarelife · Inspire Advisors Kingdom Wealth Management Of Montana · Inspire Advisors Lake Norman · Inspire Advisors Minnesota · Inspire Advisors Northwest Group · Inspire Advisors The Chandler Team · Inspire Advisors Upward Management Group · Inspire Advisors, LLC · Kairos Kingdom Wealth · Kingdom Focused Financial (Kff) · Kingdom Wealth Stewards · Lifesmart Wealth Management · Murray Financial Group · Newport Coast Wealth Management · Oakstreet Financial · Our Freedom Quest · Oz Investing Services LLC · Profit Planners Management Group · Stars & Sand Financial · Teleios Financial Partners · Trinity Tax Strategies · Wellspring Financial · Wsi Financial Partners · Your Financial Legacy

Disclosures

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

Business activities & affiliations

Advisors at this firm

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Theodore D

Series 63, Series 66

Troutman, NC

Inspire Advisors, LLC

Theodore De Lisi is a financial advisor at Inspire Advisors, LLC with 36 years of industry experience. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, and LPL Financial. He is also an independent insurance agent licensed in North Carolina for property and casualty, life, and health insurance. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing into its portfolio construction and offers a range of services including discretionary portfolio management, financial planning, and consulting.

ESG / Sustainable investing
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Anna A

Series 65

Birmingham, AL

Inspire Advisors, LLC

Anna Atfield is a financial advisor with Inspire Advisors, LLC in Birmingham, AL. She holds a Series 65 credential and has experience in public accounting as a licensed CPA. Her prior work includes roles at Rick Brown & Associates, Inc. and RSM US LLP. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing with proprietary screening technology and employs a range of investment strategies including index-based and tactical allocations.

ESG / Sustainable investing
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David Z

CFP®, Series 63

Buffalo, MN

Inspire Advisors, LLC

David Zumbusch is a CFP® professional with 31 years of industry experience, currently serving at Inspire Advisors, LLC since 2020. He previously worked with Securities America Advisors, Inc. and Securities America, Inc. from 2002 to 2020 and has operated his own practice, LBZ Investments, since 2006. Outside of advising, he is involved in managing agricultural rental land and commercial office space with his wife. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of portfolio strategies, including model allocations and proprietary ETFs.

ESG / Sustainable investing
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William S

Series 63, Series 65

Covington, LA

Inspire Advisors, LLC

William Stoner is a financial advisor with Inspire Advisors, LLC in Covington, LA, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His career includes roles at Inspire Investing, Harcon, Inc., Paradiem, LLC, First Baptist Church, E Six Thirteen, LLC, and LPL Financial, LLC. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and offers a range of portfolio management, financial planning, and consulting services, frequently utilizing sub-advisors and proprietary ETFs.

ESG / Sustainable investing
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Scott H

Series 65

Jefferson, GA

Inspire Advisors, LLC

Scott Harlan is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Fiduciary Capital, Inc., Richlife Advisors LLC, SunTrust Banks, Inc., and Wells Fargo Bank, N.A. He is also an independent licensed insurance agent in Georgia, authorized to offer life, accident and sickness, long-term care, and annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing through its proprietary Inspire Impact Score™ and employs a range of strategies including index-based, strategic, and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

ESG / Sustainable investing
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Alex S

Series 63, Series 66

Spring Hill, FL

Inspire Advisors, LLC

Alex Santillan is a financial advisor with Inspire Advisors, LLC and holds Series 63 and Series 66 licenses. He has 10 years of experience working in the financial services industry, with prior roles at LPL Financial, Suncoast Credit Union, and Navy Federal Financial Group among others. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

ESG / Sustainable investing
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Shawn B

Series 63, Series 65

Gainesville, FL

Inspire Advisors, LLC

Shawn Bennett is a financial advisor with Inspire Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Valic Financial Advisors for 27 years and has been with Inspire Advisors since 2024. Outside of his advisory role, Bennett serves as a treasurer on his local homeowners association board in Gainesville, FL. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, primarily serving individual and high-net-worth clients along with institutions and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a variety of analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs.

ESG / Sustainable investing
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Scott B

Series 65

Meridian, ID

Inspire Advisors, LLC

Scott Betschel is a Series 65-licensed financial advisor with five years of industry experience, currently with Inspire Advisors, LLC. His prior work includes roles at Bluebird and Inspire Investing, LLC, as well as five years at Lompoc Foursquare Church. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing principles through its proprietary Inspire Impact Score™ and uses a combination of quantitative, fundamental, technical, and modern portfolio theory analyses to implement discretionary portfolio management and financial planning services.

ESG / Sustainable investing
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Joseph L

ChFC®

Ocean Grove, NJ

Inspire Advisors, LLC

Joseph Lipp is a ChFC® credentialed advisor with Inspire Advisors, LLC, based in Ocean Grove, NJ. He has been with Inspire Advisors and its predecessor entity since 2024. Outside of financial advising, Lipp is the owner of Odyssey Coffee LLC, a local coffee shop, and serves as an adjunct professor at Monmouth University. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of quantitative and fundamental strategies, often implementing portfolios through model allocations and affiliated ETFs.

ESG / Sustainable investing
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Matthew B

CFP®, Series 63, Series 65

Dublin, OH

Inspire Advisors, LLC

Matthew Bonito is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Inspire Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Outside of his advisory work, Bonito serves as the secretary of the Saveson Acres Homeowner's Association. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other advisers. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

ESG / Sustainable investing
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Derek M

Series 66

Dillsburg, PA

Inspire Advisors, LLC

Derek Mauldin is a financial advisor with Inspire Advisors, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Thrivent Financial and In Him Christian Wellness. Outside of his advisory work, he volunteers as Treasurer for Mechanicsburg Brethren in Christ Church and serves as a board member for a Christian counseling nonprofit focused on mental health. Inspire Advisors, LLC manages over $1.3 billion in discretionary client assets and serves individual, high-net-worth, institutional, and charitable clients. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse investment methods while frequently utilizing sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
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Jonathan S

Series 65

Taylors, SC

Inspire Advisors, LLC

Jonathan Shinkle is a financial advisor with Inspire Advisors, LLC, holding a Series 65 designation and beginning his industry career in 2026. His prior experience includes roles at Idle Hill Advisors LLC, Health Horizons Medicare Solutions, and the Virginia Air National Guard. Outside of finance, he has been involved with Health Horizons Medicare Solutions since 2021. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a range of investment methods while offering portfolio management, financial planning, and consulting services.

ESG / Sustainable investing
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Aaron H

Series 66

Quitman, LA

Inspire Advisors, LLC

Aaron Hoffman is a financial advisor with Inspire Advisors, LLC, holding a Series 66 credential and eight years of industry experience. He previously worked at Morgan Stanley and has additional experience in municipal roles and as an independent insurance licensed agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs diverse analytical methods to build portfolios, often delegating management to sub-advisors and offering tax-mitigation services.

ESG / Sustainable investing
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Sheryl B

Series 66

Gainesville, FL

Inspire Advisors, LLC

Sheryl Bennett is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Valic Financial Advisors and Agia. Outside of advising, she is an independent licensed insurance agent specializing in life, health, and variable annuity products. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients— including high-net-worth individuals— as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often utilizing sub-advisors and proprietary ETFs.

ESG / Sustainable investing
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William G

Series 63, Series 65

Eureka, IL

Inspire Advisors, LLC

William Gohs is a financial advisor at Inspire Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Ausdal Financial Partners, Inc. and Berthel, Fisher & Company Financial Services, Inc. Outside of his advisory role, he is a co-owner of a rental property in Eureka, Illinois. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and primarily serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm incorporates Biblically Responsible Investing into its advice and employs a variety of analytical methods to create portfolios, frequently using sub-advisors and proprietary ETFs.

ESG / Sustainable investing
View complete list of advisors at this firm
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