Inspired Financial Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,697,766
Clients
32
Advisors
2
across 2 offices
About
Inspired Financial Planners provides comprehensive financial planning and ongoing portfolio management to individuals, high-net-worth clients, and employer-sponsored retirement plans. Services include one-on-one financial planning, project-based planning engagements, investment management, and employee benefit plan advisory for plan sponsors.
The firm builds individualized investment policy statements and generally implements portfolios using Modern Portfolio Theory with a primarily passive approach (index mutual funds and ETFs), while retaining the option to use a sub‑advisor for select clients and tax‑management strategies. Advisors monitor plans and portfolios on a regular basis and incorporate planning topics such as cash flow, tax planning, retirement distributions, estate considerations, and insurance into their ongoing advice.
What is notable about the firm is its concentrated client base and credential mix: two lead advisors manage roughly $77 million for about 32 clients, producing a relatively high AUM per client and a small, personalized practice model. The firm’s lead advisors hold CFP and CPA credentials (one holds the AICPA Personal Financial Specialist credential and the other a Certified Student Loan Professional designation), and the firm also offers employee benefit plan services and the use of a well‑known model sub‑advisor for certain client needs.
Client services
Expertise
Fee options
Project based financial planning fixed fee ranging from $2,000 to $7,500
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$400 per hour for project based financial planning
Minimum fee: Minimum annual fee of $4,500, generally imposed Fee-only: Project based financial planning fixed fee ranging from $2,000 to $7,500, hourly rate of $400
Main office
See officeGulfport MS
Advisors at this office
1
Most active in
Louisiana · Mississippi · North Carolina · Texas
Also doing business as
Inspired Financial Planners · Inspired Financial Planners, LLC
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.
Forms ADV
Quick links
Advisors at this firm
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