Nannette Belt
Inspiration Financial Planning LLC · Carlsbad, California
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.
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Specialties
Who they serve
- Mid-life transitions
- Pre-retirees
- Retirees
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 |
| Assets under management | $14.7M across 73 accounts |
| Credentials | CFP · RICP · MBA |
| SEC registration | Investment adviser representative in CA · CRD 6483466 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | inspirationplanning.com |
| Profile |
How Nannette's firm compares
- Ongoing planning starts at $4,800 a year, below the California median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $1,000, below the California median of $2,500 for fee-only firms that publish prices.
- Inspiration Financial Planning LLC's average account is about $201,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Nannette
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Inspiration Financial Planning 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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