How does your flat fee actually work?

You pay one clear annual fee based on the complexity of your financial life, not a percentage of your assets. It covers your full financial plan, investment management, and ongoing advice. It doesn’t rise just because your portfolio grew or you saved well.

Who do you work best with?

People approaching or in retirement, small-business owners, and executives with equity compensation — anyone whose financial life has enough moving parts that thoughtful planning changes the outcome. Fit matters more to us than size.

Yes, always. As a fee-only, fiduciary firm we’re legally and ethically bound to act in your best interest — no commissions, no product sales, no hidden incentives.

What happens on the intro call?

A 30-minute, no-pressure conversation to understand your situation and see whether we’re the right fit. No cost, no obligation, no sales pitch. If we’re not right for you, we’ll happily point you toward someone who is.

Do I have to move all my accounts to work with you?

No. We’ll review everything you have and recommend what genuinely serves your plan. Some accounts may stay exactly where they are — our advice isn’t tied to gathering assets.

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Wealth inspired.

An elevated standard of financial advice for one clear, flat fee.

FLAT FEE DIFFERENCE

CFP® PROFESSIONAL·FIDUCIARY·BESPOKE

TRUSTED BY CLIENTS AT

Logos represent employers of some IWP clients. They do not imply any endorsement of, affiliation with, or recommendation of Inspire Wealth Partners.

WHO WE ARE

Inspire Wealth Partners is an independent financial planning and investment management firm.

We are solely fixated on helping a small number of families pursue their wealth goals, plan around taxes, and leave their legacies.

Headquartered in Boise, ID. Serving clients across the U.S.

FEATURED IN

As featured in the referenced publications. Publication names and marks are the property of their respective owners and do not imply their endorsement of Inspire Wealth Partners.

IWP AT A GLANCE

$100M+

Assets under management

12+

Years of experience

100%

Flat fee

WHO WE HELP

We keep our practice intentionally small (countercultural, we know), so we can develop roots with the people we work with.

Most of the families we serve came to us through a friend, family member, or colleague, and they tend to fall into three groups.

Retired, or getting
close to it

Retirement is one of life's biggest transitions. Above all else, we're here to give you confidence in your ability to sustain the standard of living you've become accustomed to. We'll also guide you through all of the major changes and decisions this chapter has to offer.

HOW WE HELP →

Small-business
owners

As a small-business owner or entrepreneur, you wear a lot of hats. Let us help you simplify and organize your financial life. We'll act as your sounding board for things like maximizing the value of your business, choosing the best retirement plan, and better understanding how your business fits into your personal financial situation.

HOW WE HELP →

Equity
compensation

As a working professional, you've got a lot on your plate. We'll help you understand your employee benefits, how to take advantage of stock options or other equity-based incentives, as well as make sure you're on track to meet your long-term goals.

HOW WE HELP →

THE FLAT-FEE DIFFERENCE

We don't believe the cost of financial advice should be solely predicated on how much money you have.

INDUSTRY'S STANDARD

Under the industry's most common way of billing, your fee often increases when:

You save well

You receive an inheritance

You roll over a 401(k)

The market rises

You have vesting stock

OUR STANDARD

ONE FLAT FEE

You're never penalized for good things happening.

Instead, we believe the cost of financial advice should be a flat fee based on the unique complexity of your financial life, not a toll on every next dollar you earn.

IMPACT OF % FEES VS FLAT FEES OVER DIFFERENT TIME PERIODS

The cost of advice can vary wildly over time, even when you start with a similar fee.

10 YEARS

20 YEARS

30 YEARS

Click to see the impact over different time periods

Average % fee*

Flat fee

APPROXIMATE SAVINGS

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Approximately how much more you pay in % fees after year 1.

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*Average % (AUM) fee based on the AdvisoryHQ study of financial advisor fees (advisoryhq.com). Assumes a starting portfolio of $3M growing at an 8% annual rate. Both fees start at approximately $26.1K; the AUM fee is charged as a percentage of assets, while the flat fee rises 3% annually for cost of living. “Compounded difference” reflects the fees if they were kept invested and growing in your portfolio over the specified time frame. For illustration purposes only. Not a quote for services. Actual fees, rates of return, and COLAs may differ. Results change materially with different return rates, portfolio sizes, or fee schedules, and some investors may pay less under an AUM model.

See exactly what you get, and what it costs.

SERVICES & PRICING

FAQ

Here's what prospective clients are wondering.

See what people are saying about us.

5.0 ★★★★★

Rating from Google. Reviews are unsolicited; Inspire Wealth Partners did not provide cash or non-cash compensation for any review. Reviews from current clients may not be representative of any other client's experience. Google is not compensated by Inspire Wealth Partners, and its rating is not designed to reflect any client's investment experience.

A smiling Inspire Wealth Partners client outdoors

If you're wondering whether we're a good fit...

Schedule a 30-minute, introductory phone or video call.

No cost. No obligation. No sales pitch.

If we're not the right firm for you, we'll answer all the questions we can and happily help you find the person who is.

SCHEDULE A DISCUSSION

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