Inspire Wealth Advisory LLC

The firm primarily serves qualified retirement plans and pooled or institutional clients rather than retail individual investors, offering discretionary asset management through a third‑party platform (UX Wealth), financial planning, and ERISA 3(21) pension consulting services. It also arranges access to model managers and third‑party managers and may refer clients to outside advisers as part of its service offering.

Investment management is delivered via a platform model in which the firm gathers client objectives, selects suitable allocation models or model managers, and provides those selections to the platform for trade execution under a limited power of attorney; its analysis methods include fundamental, technical, and cyclical approaches and strategies are tailored to documented client goals. For retirement‑plan engagements the firm provides limited‑scope ERISA 3(21) services such as assisting with investment policy statements, monitoring investment options, reporting and participant education, while excluding certain asset types from plan calculations.

What is distinctive for a firm of this size is the combination of pension consulting with a business model that actively selects or refers to other advisers and receives referral or shared fees from third‑party managers, creating potential conflicts that are disclosed in the brochure. The firm is also affiliated with an insurance business that occupies a material portion of the principal’s time and results in commission‑based compensation, and it relies on third‑party platforms and model managers to execute strategies rather than placing trades directly.