Respire Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,390,436
Total clients
70
4% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
35
Average account size
$105,578
About
Respire Wealth Management serves individual and high‑net‑worth clients, small businesses, and qualified retirement plans. The firm provides fee‑only financial planning and investment management, including ERISA 3(21) plan advisory services and portfolio management offered through a wrap‑fee platform.
Investment programs are customized to each client’s objectives and implemented within the firm’s wrap program, where Respire typically exercises discretionary trading authority and conducts regular account reviews with at least annual client meetings. The firm uses a mix of fundamental, technical and quantitative analysis for portfolio construction and also delivers one‑time financial plans and participant education as part of its consulting work.
What distinguishes Respire from many peers is its role as a wrap fee program sponsor with a major custodial platform (Schwab Institutional) and its ongoing public and client education efforts, including structured seminars and fee‑based Financial Wellness sessions. The firm also emphasizes a strictly fee‑only model, provides ERISA‑focused non‑discretionary plan advisory services, and excludes certain non‑public or illiquid assets from its plan work.
Client services
Fee options
Financial Wellness Program seminars fee up to $2,000 per occurrence plus travel and expenses.
$160 per hour for ERISA plan services and financial planning.
Account minimum: $500,000 Fee-only: Financial planning charged at $160 per hour.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Respire Wealth Management, LLC
Clyde NC, United States
Number of offices
2
Forms ADV
Quick links
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