Inspired Financial Planners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Our hourly rate is $400.”

Annual fee

$4,500/yr

“Although IFP does not require a minimum portfolio size, it generally imposes a minimum annual fee of $4,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Inspired Financial Planners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay either by check or electronic funds transfer.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Inspired Financial Planners’ fees compare

• Its hourly rate of $400 is above the Mississippi median of $300. 80% of the 10 other Mississippi planners that publish an hourly rate charge less.
• Its annual fee of $4,500 matches the Mississippi median of $4,500. 50% of the 4 other Mississippi planners that publish an annual fee charge less.

About Inspired Financial Planners

• Firm size: 3 employees.
• 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
• Business owners
• Cash flow and budgeting

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

Highest asset based fee in brochure

0.75% a year

Minimum

$4,500 minimum fee (stated in brochure)

Clients

32

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$77,490,310

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305122

Website

twitter.com/InspiredFin (opens in new tab)

Phone

(228) 200-8750

Can advise clients in 3 states: Louisiana, Mississippi, North Carolina

Other planners in Mississippi that publish fees

• Barnes Pettey Financial Advisors, LLCClarksdale$750⁠-⁠$3,000
• Bergland Wealth Management, Inc.Ridgeland$2,500/qtr, $10,000/yr
• Brick Street FinancialClinton$500/hr, $1,500⁠-⁠$2,500
• Caldric CapitalSeminary$200/hr
• Collaborative AdviceMadison$300/hr, $2,000⁠-⁠$10,000
• Duncan Wealth Management, LLCMadison$300/hr, $1,000⁠-⁠$15,000

Compare all 35 planners in Mississippi