RIA Intel›Advisers›Mississippi›INSPIRED FINANCIAL PLANNERS, LLC

INSPIRED FINANCIAL PLANNERS, LLC

Advisory

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in MS

#54

of 60 advisers by AUM

Average account

$494K

across 157 accounts

AUM per adviser

$39M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$77M

Discretionary %

94.9%

Clients

34

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$77M

Discretionary AUM$74M

Non-Discretionary AUM$4M

Discretionary %94.9%

Total Clients34

Team

Total Employees3

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, MS, NC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MS

Closest by assets under management. All figures from Form ADV.

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-9.4% 1Y

BERGLAND WEALTH MANAGEMENT, INC.

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GRANTHAM POOLE ADVISORS, LLC

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$90M

STONEHENGE PRIVATE CLIENT GROUP, LLC

$64M

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