# Nannette Belt

> Nannette Belt is a fee-only financial advisor at Inspiration Financial Planning LLC in Carlsbad, California, who holds the CFP, RICP and MBA credentials. Nannette charges an ongoing planning fee, a percentage of assets and a one-time planning fee (ongoing planning from $4,800 a year and one-time plans from $1,000) and focuses on retirement planning, tax planning and equity compensation.

Page: https://find.wellspent.co/advisors/nannette-belt/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Inspiration Financial Planning LLC
- **Based in:** Carlsbad, California
- **Fee model:** Ongoing planning fee; Percentage of assets; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,800 a year; one-time plans from $1,000; 0.55%–1.15% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $14.7M across 73 accounts
- **Credentials:** CFP, RICP, MBA
- **Specialties:** Retirement planning, Tax planning, Equity compensation
- **Works with:** Mid-life transitions, Pre-retirees, Retirees
- **CRD:** 6483466 (https://adviserinfo.sec.gov/individual/summary/6483466)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://inspirationplanning.com

## Frequently asked questions

### Is Nannette Belt a fee-only financial advisor?

Yes. Nannette Belt is listed in 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 Nannette's firm.

### How does Nannette charge for financial advice?

Nannette charges an ongoing planning fee, a percentage of assets and a one-time planning fee.

### How much does Nannette charge?

According to Inspiration Financial Planning LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year; one-time plans from $1,000; 0.55%–1.15% a year of assets managed.

### Where is Nannette Belt based?

Nannette Belt is based in Carlsbad, California.

### What does Nannette specialize in?

Nannette's specialties include retirement planning, tax planning and equity compensation. Nannette works with mid-life transitions, pre-retirees and retirees.

### What credentials does Nannette Belt hold?

Nannette Belt holds the CFP, RICP and MBA credentials.

### Is Nannette Belt registered with the SEC?

Yes. Nannette Belt is registered as an investment adviser representative in CA (CRD 6483466), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Inspiration Financial Planning LLC manage?

Inspiration Financial Planning LLC reports $14.7M across 73 accounts in assets under management.

### How do I contact Nannette Belt?

Through Nannette's website, inspirationplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/nannette-kamien-18827): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.inspirationplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.