For ongoing relationships, we feel strongly your advisory fee shouldn't be exclusively dependent upon how much money you have. Most wealth management firms charge a percentage of the assets they manage on your behalf, otherwise known as AUM fees. This means that for every dollar you contribute to your portfolio, or for every dollar that your portfolio grows in value, your advisory fee also increases. We believe that's a suboptimal way to pay your financial advisor. Since the market bottom in March 2009, the average client paying AUM fees has likely seen the cost of their financial advice double, and in many cases, triple.* We don't believe the cost of financial advice should increase every time you contribute to your 401(k) or your portfolio grows in value. Instead of AUM fees, we believe the fee you pay for financial advice should be a flat fee based on your unique needs and complexity. *Industry-average fees based on AdvisoryHQ study, "Average Financial Advisor Fees and Costs 2018 Report."

We've structured Inspire Wealth Partners as a fee-only firm. Fee-only means 100% of our revenue comes directly from our clients. This structure inherently mitigates conflicts of interest and eliminates commissions, revenue sharing, and financial ties or arrangements with any outside institutions.

No - we believe you should have access to the best possible financial advice regardless of where you live. The proliferation of high-quality, video conferencing technology enables us to meet with clients all over the country. In fact, some people prefer working with us remotely, saving them time and increasing efficiency.

Unlike most wealth management firms, we do not have minimum asset or net worth requirements. Though we primarily work with high-net-worth individuals and families within 5-10 years of a retirement transition, we believe everyone should have access to high-quality advice in some way.