# Tricia Kollath

> Tricia Kollath is a fee-only financial advisor at Inspired Financial Planners, LLC in Gulfport, Mississippi, who holds the CFP and CPA credentials. Tricia 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.

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

## 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 (firm's website)
- **Assets under management (firm):** $77.5M across 157 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Student loans, Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Early-career professionals, Retirees
- **CRD:** 5512242 (https://adviserinfo.sec.gov/individual/summary/5512242)
- **SEC registration:** Investment adviser representative in LA, MS, NC, TX
- **Exams passed:** Series 65 (2014), Series 63 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://inspiredfin.com

## Frequently asked questions

### Is Tricia Kollath a fee-only financial advisor?

Yes. Tricia Kollath 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 Tricia's firm.

### How does Tricia charge for financial advice?

Tricia's firm, Inspired Financial Planners, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Tricia work with clients virtually?

Yes. Inspired Financial Planners, LLC says on its website that it works with clients remotely.

### Where is Tricia Kollath based?

Tricia Kollath is based in Gulfport, Mississippi.

### What does Tricia specialize in?

Tricia's specialties include student loans, retirement planning, estate & legacy planning and tax planning. Tricia works with early-career professionals and retirees.

### What credentials does Tricia Kollath hold?

Tricia Kollath holds the CFP and CPA credentials.

### Is Tricia Kollath registered with the SEC?

Yes. Tricia Kollath is registered as an investment adviser representative in LA, MS, NC and TX (CRD 5512242), 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 Tricia Kollath?

Through Tricia's website, inspiredfin.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/tricia-kollath-10702): 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://inspiredfin.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.