Firm
Inspired Financial Planners, LLC
Gulfport, Mississippi
Fee-only
Inspired Financial Planners, LLC at a glance
- One of 32 fee-only firms based in Mississippi in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 32 individual clients, 13 of them high net worth.
- Its average account is about $494,000 (assets it manages divided by its 157 accounts).
Facts
| Based in | Gulfport, Mississippi |
|---|---|
| Website | inspiredfin.com |
| [email protected] | |
| Phone | (228) 200-8195 |
Inspired Financial Planners, LLC fees
Inspired Financial Planners, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $77 million |
| Individual clients | 19 |
| High-net-worth clients | 13 |
| Accounts managed | 157 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 305122 |