Inspire Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,946,686
Clients
48
54% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
48
HighAverage account size
$1,790,556
About
Inspire Wealth Partners provides financial planning and discretionary portfolio management primarily for individual and high‑net‑worth clients. The state‑registered firm, founded in 2019, reports roughly $85.9 million in discretionary assets under management across a small client base and offers ongoing, project‑based, and hourly planning engagements.
The firm’s investment approach centers on setting portfolio policy through asset‑allocation across multiple asset classes and implementing that policy largely with passive vehicles such as mutual funds and ETFs. Portfolios are managed on a discretionary basis with a focus on broad diversification, tax‑aware implementation, periodic rebalancing, and occasional tactical adjustments to asset‑class weightings.
Compared with many peers, the firm’s public materials call out third‑party ratings, a practice that is uncommon among similar independent advisers. The brochure also discloses the firm’s use of multiple custodians (including participation in an institutional program with a major custodian and use of a digital custodian for some clients) and notes that the adviser does not accept outside compensation or have related parties; the firm also states it will not provide separate written account reports to investment advisory clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fees generally ranging between $2,000 and $10,000 for project-based financial planning
$500.00 per hour
Flat quarterly fee generally ranging between $875.00 and $10,000 for ongoing financial planning and investment management services
Main office location
Inspire Wealth Partners
Boise ID, United States
Number of offices
2
Most active in
Inspire Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Idaho
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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
LinkedIn
Facebook
X
Instagram
Website
208-830-7953
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