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Respire Wealth Management, LLC

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Client assets under management

$8,016,162

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Clients

59

3% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

30

Low

Average account size

$135,867

About

Respire Wealth Management provides fee-only financial planning and investment advisory services to individuals, high‑net‑worth clients, and small businesses. The firm offers investment management through a Schwab Institutional wrap program, hourly financial planning and consulting, and retirement plan advisory services including limited‑scope ERISA 3(21) fiduciary support.

Respire structures client strategies around written investment policy statements and tailored portfolios, using fundamental, technical, and quantitative analysis as appropriate and conducting monthly account reviews with at least annual client meetings. The firm acts as a fiduciary, does not sell annuities or commissioned insurance products, and executes discretionary management through its wrap program with custodial account reporting provided directly to clients.

Compared with many peers, Respire is notable for acting as a wrap fee program sponsor and for offering educational seminars and workshops (including employer‑focused financial wellness programming) in addition to standard advisory services. The firm operates as a small, two‑advisor practice with boutique scale AUM and emphasizes retirement plan advisory work while declining to vote client proxies.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Business ownership considerations

Occupation focus

Founder/Business Owner

Demographic focus

Women Professionals

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Fee options

Fixed

Financial Wellness Program seminars fee up to $2,000 per occurrence plus travel and expenses

Project-based

$160 per hour for financial planning and ERISA plan services

Other

Account minimum: $500,000 Fee-only: Hourly fee of $160 for financial planning and ERISA plan services

Main office location

Respire Wealth Management, LLC

Clyde NC, United States

Number of offices

2

Most active in

More info

Colorado · North Carolina · Texas

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Facebook Website 832-915-0575

Advisors at this firm

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Lisa J

Series 63, Series 65

Clyde, NC

Respire Wealth Management, LLC

Lisa Johnson is a financial advisor at Respire Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Cambridge Investment Research Advisors, Inc. and Questar Asset Management, Inc. In addition to her advisory role, she serves as CEO and tax planner at On The Mark Financial Services, Inc. since 1991. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform and emphasizes ongoing client education and ERISA-focused advisory services.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Women Professionals
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Erika J

Series 66

Clyde, NC

Respire Wealth Management, LLC

Erika Jensen is a financial advisor at Respire Wealth Management, LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Respire in 2017. Respire Wealth Management serves individual and high-net-worth clients, small businesses, and qualified retirement plans with fee-only financial planning and investment management. The firm offers customized investment programs through a wrap-fee platform, combining fundamental, technical, and quantitative analysis, and provides ERISA 3(21) plan advisory services alongside ongoing client education and financial wellness sessions.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Women Professionals
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