Tricia Kollath
Inspired Financial Planners, LLC · Gulfport, Mississippi
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.
Request an introduction to Tricia →
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 |
| SEC registration | Investment adviser representative in LA, MS, NC, TX · CRD 5512242 |
| Exams passed | Series 65 (2014) · Series 63 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | inspiredfin.com |
| Profile |
How Tricia's firm compares
- Inspired Financial Planners, LLC's average account is about $494,000, from its Form ADV (assets managed divided by 157 accounts).
Request an introduction to Tricia
Tell Tricia a little about what you're looking for. Tricia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tricia
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.