Best Financial Advisors in Wilmington, NC

Yes. We are fiduciaries, which means we are held to a fiduciary standard to place your interests above our own. We are required to act with utmost good faith, provide full and fair disclosure of all material facts, to not mislead clients, and to expose all conflicts of interest to clients.

We charge a fixed fee for your Initial Financial Plan that includes a comprehensive examination of your financials, as well as specific and actionable advice to get you moving in the right direction. Initial financial plans take approximately 4 weeks to complete. Inspire's initial financial planning varies based on complexity and assets under management. After your Initial Financial Plan has been completed, you may decide that you would like us to manage your assets as well. Inspire utilizes companies like Vanguard and American Funds to great measure, and we feel our investment lineup is extremely competitive. We charge an AUM (assets under management) fee for your initial account set-up and ongoing portfolio management. Currently, we use Charles Schwab as our custodian. Asset Management Fees

No. Our business model is a relationship model. It is designed to start the first year of planning with as much energy and enthusiasm as possible. To build on that, our Continuous Financial Planning Service assures our clients that we will be back every year on their financial planning anniversary to make sure that they are still achieving the goals that are so important to them.