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
La Grande, OR 97850
Credentials
Series 63, Series 65
Industry experience
26 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 dba OZ INVESTING SERVICES, LLC
2024 - Present (2 years)
Cetera Investment advisers LLC
2024 - 2024 (1 year)
HSD4L, LLC
2024 - Present (2 years)
eXp Realty, LLC
2022 - Present (4 years)
Brian S. McDowell dba Gibborim Financial
2021 - 2024 (3 years)
Nerdy dba Varsity Tutors
2021 - 2022 (1 year)
BSM Fullstaq Marketing, LLC
2021 - 2021 (1 year)
Brian S. McDowell dba Firearms for Patriots
2020 - 2023 (3 years)
Business Oregon
2017 - Present (9 years)
Cetera Advisors LLC
2016 - 2024 (8 years)
Weichert Realtors on Main Street
2016 - 2022 (6 years)
Cascadia Wealth Management
2016 - 2021 (5 years)
Home projects and volunteering while in work transition
2016 - 2016 (1 year)
J.P. Morgan Securities Llc
2013 - 2016 (3 years)
PNBM RE Investments
2011 - 2016 (5 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.
Series 66
La Grande, OR
Edward Jones
CFP®, Series 66
La Grande, OR
Edward Jones
CFP®, Series 66
La Grande, OR
Edward Jones
CFP®, Series 63, Series 65
La Grande, OR
Edward Jones
Series 65
La Grande, OR
Connected Wealth Solutions, LLC
Series 65
La Grande, OR
Connected Wealth Solutions, LLC
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