INSPIRED FINANCIAL PLANNERS

INSPIRED FINANCIAL PLANNERS, LLC

CRD 305122

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$77.5M

Discretionary AUM

$73.6M

Team

3 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	19	$8.3M
High net worth individuals	13	$62.4M
Pension/profit sharing plans	2	$6.8M

All web addresses on file

Official SEC filing: View on IAPD