Inspire Private Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,993,998
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
28
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$1,035,500
About
The firm advises individuals as well as business entities, trusts, estates and charitable organizations, and offers discretionary investment management, financial planning and retirement plan consulting. It also provides insurance consulting and conducts educational seminars and workshops for clients and plan participants.
Investment advice is tailored to each client’s stated objectives and risk tolerance, with assets allocated among equities, fixed income, mutual funds and ETFs and, when appropriate, placed with third‑party portfolio managers through program platforms. The firm delivers both one‑time financial planning engagements and ongoing monitoring for advisory and retirement plan clients, and it provides plan‑level services such as investment policy development, participant education and assistance with plan vendor selection.
What differentiates the firm from many small independent advisors is a combination of retirement plan and pension consulting for institutional and corporate clients, the regular delivery of workshops and enrollment meetings, and that a firm representative is a licensed insurance agent who may recommend commissionable insurance products in a separate capacity — a relationship the brochure identifies as a potential conflict of interest. The firm’s use of third‑party program platforms for portfolio management and its explicit ERISA fiduciary treatment when providing ongoing plan investment advice are also notable operational features.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Divorce financial planning
General tax planning
Wealth management
Fee options
Fixed fee ranges from $500 to $25,000 for financial planning and consulting services; educational seminar fees $59 to $150 per attendee
$0 - $750,000: 1.25% $750,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% More than $10,000,000+: Negotiable
Representatives licensed as insurance agents receive commissions for insurance and annuity sales separate from advisory fees.
$150 to $400 per hour for financial planning and consulting
Main office location
Inspire Private Wealth Management
1717 Alliant Ave, Suite 8
Louisville KY 40299, United States
Number of offices
1
Most active in
Inspire Private Wealth Management has reported serving >5 clients in these states in the last 12 months.
Kentucky
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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