Respire Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$8,016,162
Clients
59
Advisors
2
of 2 employees
About
Respire Wealth Management provides fee-only financial planning and investment advisory services to individuals, high‑net‑worth clients, and small businesses. The firm offers investment management through a Schwab Institutional wrap program, hourly financial planning and consulting, and retirement plan advisory services including limited‑scope ERISA 3(21) fiduciary support.
Respire structures client strategies around written investment policy statements and tailored portfolios, using fundamental, technical, and quantitative analysis as appropriate and conducting monthly account reviews with at least annual client meetings. The firm acts as a fiduciary, does not sell annuities or commissioned insurance products, and executes discretionary management through its wrap program with custodial account reporting provided directly to clients.
Compared with many peers, Respire is notable for acting as a wrap fee program sponsor and for offering educational seminars and workshops (including employer‑focused financial wellness programming) in addition to standard advisory services. The firm operates as a small, two‑advisor practice with boutique scale AUM and emphasizes retirement plan advisory work while declining to vote client proxies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Wellness Program seminars fee up to $2,000 per occurrence plus travel and expenses
$160 per hour for financial planning and ERISA plan services
Account minimum: $500,000 Fee-only: Hourly fee of $160 for financial planning and ERISA plan services
Main office
Clyde NC
Advisors at this office
2
Most active in
Colorado · North Carolina · Texas
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
Lisa J
Series 63, Series 65
Clyde, NC
Respire Wealth Management, LLC
Lisa Johnson is a financial advisor at Respire Wealth Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. In addition to her advisory role, she is CEO and tax planner at On The Mark Financial Services, Inc. Respire Wealth Management provides fee-only financial planning and investment advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes tailored portfolios based on written investment policy statements and offers retirement plan advisory services including limited-scope ERISA 3(21) fiduciary support.
Erika J
Series 66
Clyde, NC
Respire Wealth Management, LLC
Erika Jensen is a financial advisor at Respire Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Respire in 2017. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform, combining fundamental, technical, and quantitative analysis, and provides ERISA 3(21) plan advisory services alongside ongoing client education and financial wellness sessions.
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