Inspired Financial

Inspired Financial

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5011 Argosy Avenue Ste. 7

Huntington Beach, CA 92649

714-971-0663

inspiredfinancial.biz

No. advisers: 5

AUM: $161,200,000

Asset Breakdown

Staff
Employees 5
Clients
High-net-worth individuals 51-75%
Financial planning clients 51-100
High-net-worth client assets More than 75%
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 $161,200,000 360 $447,778
Non-discretionary 0 0 $0
Total $161,200,000 360 $447,778

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.

Women's History Month: Celebrating the women of financial planning

March 22, 2018 - March marks the 31st year of National Women's History Month, which was designated by the U.S. Congress in 1987 as a time each year when the nation can collectively acknowledge and celebrate the achievements of American women. Over the past 31 years —...

Recognize what makes female clients different

May 15, 2016 - Lauren Faustini struggled for many years to find an adviser who was not solely focused on her money. Most of the advisers she worked with just made investment recommendations and barely knew her name. Now her adviser listens to what she needs, takes notes...

Adviser's Consultant: How to sell yourself in the prospect discovery process

April 8, 2016 - Evelyn Zohlen uses discovery meetings to do more than wheedle personal information out of prospects. She uses them to differentiate herself from the competition. The founder of Inspired Financial, which has $125 million in assets under management, uses...

    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.

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