Advisor at Inspire Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Inspire Advisors, LLC
Location
Troutman, NC 28166
Credentials
Series 63, Series 66
Industry experience
36 years
Financial planning fixed fees range from $100 to $100,000, negotiable.
$0 - $49,999: 1.50% $50,000 - $124,999: 1.25% $125,000 - $249,999: 1.15% $250,000 - $499,999: 1.10% $500,000 - $999,999: 1.05% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.90% $5,000,000+: 0.75%
Certain associated persons are registered representatives and may receive commissions from securities transactions separate from advisory fees.
Financial planning hourly fees range from $100 to $500 per hour, negotiable.
Fee-only: Financial planning fees: fixed fees ranging from $100 to $100,000; hourly fees from $100 to $500 per hour, both negotiable.
Inspire Advisors, LLC
2025 - Present (1 year)
CWM, LLC dba Carson Wealth
2018 - 2025 (7 years)
Cetera Advisor Networks
2018 - 2019 (1 year)
IFG ADVISORY, LLC dba SOVEREIGN INVESTMENTGROUP
2015 - 2018 (3 years)
Lpl Financial Llc (F/K/A Linsco / Private Ledger Corp.)
2000 - 2018 (18 years)
Sovereign Investment Group
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Mooresville, NC
Evergreen Wealth Services
Michael Fuhr, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Founder of Evergreen Wealth Services, a fee-only financial advisory firm located in Mooresville, North Carolina. Michael provides experienced financial planning and investment management services to individuals and families. His goal is to help clients make wise financial decisions to ensure a secure financial future. Michael believes that financial planning is the cornerstone of your financial success, starting with your unique goals and objectives. Ongoing services address the following core areas: retirement planning, investments, tax strategies, maximizing employee benefits (private and Federal), education funding, real estate financing, insurance review, estate and legacy planning and charitable giving strategies. As an independent, fee-only Financial Advisor, Michael does not receive commissions or other incentives. He acts in your best interests as your fiduciary advisor and his only loyalty is to you. He serves clients in the Lake Norman, Charlotte and surrounding areas. He also works with clients virtually across the country. Michael grew up in Bucks County, Pennsylvania. He and his family reside in Mooresville, North Carolina.
CFP®, Series 66
Statesville, NC
Edward Jones
CFP®, Series 66
Mooresville, NC
Edward Jones
ChFC®, Series 66
Statesville, NC
Edward Jones
Series 66
Statesville, NC
Edward Jones
Series 66
Denver, NC
Fidelity
Krista Icenhour is a Vice President and Financial Consultant at Fidelity Investments. In her role, she helps families organize, develop, and implement financial plans and strategies tailored to their present and future goals. She focuses on simplifying the complexities of investing to ensure clients feel confident and secure in the financial plans they build together. Krista has been with Fidelity Investments since 2019, progressing through various roles including Financial Representative, Relationship Manager, Planning Consultant, and Financial Consultant before her current position. Her experience encompasses client relationship management and financial planning within the firm. Outside of her professional responsibilities, Krista has interests in fitness, food, golf, hiking, spending time at the lake, and caring for pets.
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