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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Wave foundationCatalyst +more
- Established Date
- 08-20-2019
- Office Locations
- 2
Office Locations
About Inspired Financial Planners
Inspired Financial Planners is a fee-only, fiduciary RIA delivering virtual financial planning and wealth management nationwide, serving clients from early-career Gen Z through retirement. The team pairs practical coaching and advanced planning (tax, insurance, estate/legacy, philanthropy, succession) with evidence-based, broadly diversified investing grounded in academic research. The firm works with Charles Schwab and aligns with providers such as Dimensional.
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Owner & Executives
PATRICIA ANN KOLLATH
Chief Compliance Officer, Partner
- CRD
- #5512242
- Ownership
- 50% but less than 75%
GERMAINE G WELDON
Manager, PARTNER
- CRD
- #1174447
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,558,841 | -- |
| Non-Discretionary | $3,931,469 | -- |
| Total | $77,490,310 | -- |
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Separately Managed Accounts
Total SMA Asset: $77,490,310
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,404,940,895 | 21.5% |
| Cash | $365,938,094 | 5.6% |
| U.S. Government/Agency | $1,731,671,336 | 26.5% |
| Municipal Bonds | $1,607,513,768 | 24.6% |
| Equity - Exchange | $1,424,544,721 | 21.8% |
| Total | $6,534,608,814 | 100.0% |