Advisor at Inspired Financial Planners
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Firm
Inspired Financial Planners
Location
Gulfport, MS
Credentials
CFP®, CPA
Industry experience
11 years
Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth.
Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals.
On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.
0.75%
$3,000+
$325+/mo
For ongoing financial planning, we offer a flat fee of $375/mo. for clients with assets less than $600,000 that we directly manage (this generally excludes employer-sponsored retirement plans). For clients with assets over $600,000 that are directly managed by us, we waive the monthly fee and charge a percentage of the assets managed. We also offer comprehensive financial plans on an advice-only basis. The fee is based on complexity, but generally starts at $3,000.
Inspired Financial Planners, LLC
2019 - Present (7 years)
Clark Asset Management, Llc
2019 - 2020 (1 year)
LPL FInancial LLC
2018 - 2019 (1 year)
Avl Wealthcare, Llc
2014 - 2018 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Verified by Warmer
Series 63, Series 65
Diberville, MS
Voyage Wealth Management, LLC
ChFC®, Series 66
Gulfport, MS
Edward Jones
Series 66
Gulfport, MS
Edward Jones
Series 63, Series 66
Gulfport, MS
Edward Jones
Series 66
Biloxi, MS
Edward Jones
Series 63, Series 65
Bay Saint Louis, MS
Merrill
Patrick Kergosien serves as Senior Resident Director and Wealth Management Advisor at Merrill, where he brings over 35 years of experience in developing holistic approaches to wealth construction and management. He focuses on creating flexible financial strategies tailored to clients’ individual goals and changing market conditions, leveraging investment insights from Merrill and banking solutions from Bank of America. His client focus areas include college education planning, family wealth management, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Patrick holds a Bachelor's Degree from the University of Southern Mississippi and carries the professional designation of Personal Investment Advisor (PIA). He is committed to working one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term objectives. Outside of his professional role, he participates in community volunteer activities and enjoys personal interests such as fishing, gardening, and hunting.
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