Inspiration Financial Planning provides financial planning, both ongoing and project-based, and investment advisory services. For financial planning, they help clients with cash flow, debt management, college planning, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax strategies. For investment advisory services, Inspiration uses third-party money managers, assisting clients in selecting a manager and allocation model.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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