Nannette Belt is a CFP-designated registered investment advisor at Inspiration Financial Planning, based in Carlsbad, CA, with 10 years of industry experience. Nannette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Insurance Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.25% |
Fees are negotiable. The fee includes both Inspiration Financial Planning's advisory fee and the outside manager's fee (0.15% for Betterment or 0.10%-0.25% for GeoWealth/Schwab).
Fee Estimator
Contact
Nannette Belt
Location
Carlsbad, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Nannette works as an author and writer of financial planning related books and articles. This activity is not investment-related.
Employment History
Current Registrations
Inspiration Financial Planning
Previous Registrations
Echo45 Advisors LLC
Cultivating Wealth
Inspiration Financial Planning LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Wouldn’t it be great if you could find a financial partner to provide clear, objective advice? I originally started Inspiration Financial Planning in Illinois in 2015 - with no experience, as a career-changer, with two little kids at home. I had no credentials either (I was half-way through the CFP® coursework). But I knew that it was what I was meant to do. Life had other plans for me, though. Over the next 6 years, I moved across the country to California, my mom passed away, I went through a very challenging financial situation, a pandemic happened, I got divorced, and I moved again - 5 times in 4 years. So I shut down my firm in 2019 during all of this and I went to work for others. But the dream never died. In 2024, I decided it was time to try again and in 2025, Inspiration Financial Planning was re-launched! I’m not your typical financial advisor or financial planner. You’ll never see me in a suit, and I don’t own a fancy desk. I came to this career later in life because I was sick of the corporate hamster wheel. I have always done work that allows me to combine my love of numbers, technology, and people. Owning my financial planning firm is truly a dream come true for me. I LOVE what I do. I thrive with the opportunity to dive into the numbers while also discussing your fears and concerns. I don’t come from money - my parents got divorced when I was 7 and my mom went back to school to become a teacher. We were on welfare for a while. My past experiences allow me to approach each client relationship with empathy and curiosity. Everyone has their own unique financial story and background that has brought them to where they are today. The past does not define them, but it does inform our work together. We can work together to create the present and future of your dreams. My kids are now teenagers and you’ll find me enjoying a book at my home or the beach in Carlsbad, CA or out watching my oldest play softball.