Inspired Financial

Inspired Financial

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5011 Argosy Avenue Ste. 7

Huntington Beach, CA 92649

714-971-0663

inspiredfinancial.biz

No. advisers: 4

AUM: $196,000,000

Asset Breakdown

Staff
Employees 4
Clients
High-net-worth individuals 0
Financial planning clients 51-100
High-net-worth client assets 0 (None)
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $196,000,000 447 $438,479
Non-discretionary 0 0 $0
Total $196,000,000 447 $438,479

FPA selects 11 chapters to participate in trial run

October 29, 2019 - The Financial Planning Association has selected 11 chapters from around the country to begin a trial run in January of a new governance structure that is designed to make the sprawling organization more efficient and more valuable for its members. The...

The most selfish thing an adviser can do

May 2, 2019 - Being selfish isn't always a bad thing. Evelyn Zohlen of Inspired Financial says that by remaining focused advisers can do more good.

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.