Germaine Weldon
Inspired Financial Planners, LLC · Gulfport, Mississippi
Germaine Weldon is a fee-only financial advisor at Inspired Financial Planners, LLC in Gulfport, Mississippi, who holds the CFP, CPA/PFS and Certified Student Loan Professional credentials. Germaine focuses on student loans, retirement planning and estate & legacy planning. Inspired Financial Planners, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Early-career professionals
- Retirees
Facts
| Firm | Inspired Financial Planners, LLC |
|---|---|
| Based in | Gulfport, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $77.5M across 157 accounts |
| Credentials | CFP · CPA/PFS · Certified Student Loan Professional · CPA · PFS |
| SEC registration | Investment adviser representative in LA, MS, NC, TX · CRD 1174447 |
| Exams passed | Series 63 (1983) · Series 66 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | inspiredfin.com |
| Profile |
How Germaine's firm compares
- Inspired Financial Planners, LLC's average account is about $494,000, from its Form ADV (assets managed divided by 157 accounts).
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Questions about Germaine
Is Germaine Weldon a fee-only financial advisor?
Yes. Germaine Weldon is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Germaine's firm.
How does Germaine charge for financial advice?
Germaine's firm, Inspired Financial Planners, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Germaine work with clients virtually?
Yes. Inspired Financial Planners, LLC says on its website that it works with clients remotely.
Where is Germaine Weldon based?
Germaine Weldon is based in Gulfport, Mississippi.
What does Germaine specialize in?
Germaine's specialties include student loans, retirement planning, estate & legacy planning and tax planning. Germaine works with early-career professionals and retirees.
What credentials does Germaine Weldon hold?
Germaine Weldon holds the CFP, CPA/PFS, Certified Student Loan Professional, CPA and PFS credentials.
Is Germaine Weldon registered with the SEC?
Yes. Germaine Weldon is registered as an investment adviser representative in LA, MS, NC and TX (CRD 1174447), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Inspired Financial Planners, LLC manage?
Inspired Financial Planners, LLC reports $77.5M across 157 accounts in assets under management.
How do I contact Germaine Weldon?
Through Germaine's website, inspiredfin.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Inspired Financial Planners, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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