Inspire Wealth Partners fees and pricing
Financial planner in Boise, Idaho. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Inspire Wealth Partners charges $500 an hour, a flat or project fee of $2,000-$10,000, and a quarterly fee of $875-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial Planning engagements are offered at an hourly rate of $500.00.”
- Flat or project fee
- $2,000-$10,000
“The fixed fee can range between $2,000 and $10,000.”
- Quarterly fee
- $875-$10,000/qtr
“Financial Planning with Investment Management Services For our ongoing financial planning and discretionary investment management services, we charge a flat quarterly fee generally ranging between $875.00 and $10,000.00 paid in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Inspire Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If mutually agreed upon, we may invoice you directly for the payment of our fee.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “An account may be terminated with written notice at least 15 calendar days in advance.”
How Inspire Wealth Partners’ fees compare
- Its hourly rate of $500 is above the Idaho median of $250. 91% of the 43 other Idaho planners that publish an hourly rate charge less.
- 10 of the 11 other planners in Boise that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$10,000 spans the Idaho median of $2,625. 77% of the 26 other Idaho planners that publish a flat or project fee charge less.
- 6 of the 9 other planners in Boise that publish a flat or project fee charge less.
About Inspire Wealth Partners
- Principal: Matt Cooley
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 48
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $85,946,686
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305322
- Phone
- (208) 830-7953
Other planners in Boise that publish fees
- Advanced Financial Solutions, Inc.Boise$200-$350/hr, $500
- Arrien Investments, Inc.Boise$100-$275/hr
- Aspen Capital Management, LLCBoise$1,250/qtr
- Boise River Financial PlanningBoise$250/hr, $1,000-$6,000
- Figure 8 Investment Strategies LLCBoise$500-$20,000
- Fourthrock Financial CorporationBoise$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.