INSPIRED FINANCIAL PLANNERS

INSPIRED FINANCIAL PLANNERS is an SEC-registered investment adviser (CRD 305122). Regulatory assets under management: $77.5M.

Registration

• CRD: 305122
• Type: Registered investment adviser
• Phone: (228) 200-8750
• Latest filing: 2026-03-13
• Regulatory AUM: $77.5M
• Discretionary AUM: $73.6M
• Non-discretionary AUM: $3.9M
• Clients: 3
• Accounts: 157

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305122 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search