Inspire Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Inspire Advisors reports 3,536 clients. They include 3,203 individual clients, 320 high-net-worth individuals and 13 charitable organizations. Of its assets, 100.0% ($1.33B across 8,330 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 53% |
| High-net-worth individuals | 9% | 46% |
| Charitable organizations | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 3,203 | $708M | 53.2% | $221K |
| High-net-worth individuals | 320 | $610M | 45.8% | $1.91M |
| Charitable organizations | 13 | $13.7M | 1.0% | $1.05M |
| Total | 3,536 | $1.33B | 100% | $377K |
- Clients
- 3,203
- Regulatory AUM
- $708M
- AUM share
- 53.2%
- Avg. per client
- $221K
- Clients
- 320
- Regulatory AUM
- $610M
- AUM share
- 45.8%
- Avg. per client
- $1.91M
- Clients
- 13
- Regulatory AUM
- $13.7M
- AUM share
- 1.0%
- Avg. per client
- $1.05M
Total
- Clients
- 3,536
- Regulatory AUM
- $1.33B
- AUM share
- 100%
- Avg. per client
- $377K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Inspire Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is charged as a fixed fee of $100 to $100,000 or an hourly rate of $100 to $500 per hour, billed in arrears and negotiable.
Inspire Impact Group, LLC owns 50% to 75% of Inspire Advisors and is in turn owned by Robert Netzly (50–75%). Robert Netzly is CEO; the leadership team includes President Aaron Moon. It has 63 employees.
Staff
- 63 employees
- 63 in advisory functions
- 63 state-registered reps
- 34 insurance agents
- 4 soliciting firms
- Owns 50% to 75% of Inspire Advisors, LLC
Inspire Impact Group, LLC
Control person · since December 2018
- Owns 50% to 75% of Inspire Impact Group, LLC
Robert Netzly
Control person · since June 2014
- Owns 25% to 50% of Inspire Advisors, LLC
Keith Chandler
Control person · since January 2020
- Owns 5% to 10% of Inspire Advisors, LLC
Jevon Webster
Control person · since January 2020
Inspire Advisors’ regulatory assets grew 4.4× from $303M (June 2021) to $1.33B (September 2026); clients rose from 1,194 to 3,536 and employees from 21 to 63.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.33B | 3,536 | 63 | 26 |
| Jul 2025July 2025 | $1.03B | 3,809 | 46 | 26 |
| Jun 2024June 2024 | $835M | 2,857 | 45 | 30 |
| Jun 2023June 2023 | $521M | 1,997 | 29 | 27 |
| Jun 2022June 2022 | $446M | 1,497 | 33 | 26 |
| Jun 2021June 2021 | $303M | 1,194 | 21 | 23 |
Besides its headquarters, Inspire Advisors has 25 offices (10 private residences, listed without an address), with 16 listed addresses across 12 states.
Florida · 3 listed addresses
- 1900 South Harbor City Boulevard, Melbourne
- 12551 Indian Rocks RD., Largo
- 2114 NW 40th Terrace, Gainesville
North Carolina · 2 listed addresses
- 121 South Broome Street, Waxhaw
- 145 Freedom Valley Trail, Troutman
Oregon · 2 listed addresses
- 66172 Highway 203 Ste 327, La Grande
- 3370 10th St., Baker City
Alabama · 1 listed address
- 120 Holmes Avenue, Huntsville
Arizona · 1 listed address
- 4415 N Sidney St, Buckeye
Arkansas · 1 listed address
- 12921 Cantrell RD, Little Rock
California · 1 listed address
- 201 E Monte Vista Ave, Vacaville
Idaho · 1 listed address
- 3597 E Monarch Sky LN, Suite 330, MeridianHQ
Minnesota · 1 listed address
- 107 Center Drive, Buffalo
Ohio · 1 listed address
- 355 E. Campus View BLVD., Columbus
Pennsylvania · 1 listed address
- 124 W. Harrisburg St., Dillsburg
Washington · 1 listed address
- 23403 E Mission Ave, Liberty Lake
Other business names
Inspire Advisors has reported 27 other business names to the SEC.
- 33financial
- Backwards Planning Financial
- Big Picture Wealth
- City Financial
- Craig Wealth Advisors LLC
- Fidelis Financial
- Freedom Quest Financial Solutions
- God'S Harvest Wealth Management
- Incarelife
- Inspire Advisors - Kingdom Wealth Management of Montana
- Inspire Advisors - Lake Norman
- Inspire Advisors - Minnesota
Show all 27 names
- Inspire Advisors - Northwest Group
- Inspire Advisors - Upward Management Group
- Inspire Advisors - the Chandler Team
- Kairos Kingdom Wealth
- Kingdom Focused Financial (KFF)
- Kingdom Wealth Stewards
- Lifesmart Wealth Management
- Murray Financial Group
- Oakstreet Financial
- Oz Investing Services LLC
- Stars & Sand Financial
- Teleios Financial Partners
- Wellspring Financial
- Wsi Financial Partners
- Your Financial Legacy
Contact and registration details
- Legal name
- Inspire Advisors, LLC
- Headquarters
- 3597 E Monarch Sky LN, Suite 330, Meridian, ID 83646
- Website
- inspireadvisors.com
- Phone
- 877-859-6383
- SEC file
- 801-114673
- Structure
- Delaware LLC
- Fiscal year end
- December
Inspire Advisors’ named custodians for separately managed accounts are Charles Schwab ($1.05B, 87%) and Altruist ($162M, 13%). Inspire Advisors does not have custody of client assets.
- AltruistAltruist Financial LLC · Dallas, TX · $162M13%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.05B87%
At year end, Inspire Advisors’ separately managed accounts were mostly in funds (67%) and stocks (29%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.44B across 729 positions; the largest are Northern Lts FD TR IV (8.7%), Northern Lts FD TR IV (6.8%) and Northern Lts FD TR IV (6.5%).
What the accounts hold
- Stocks29%
- Funds67%
- Bonds2%
- Cash1%
- Other1%
- Annuities, structured notes, & cd's1%
How many clients does Inspire Advisors have?
Inspire Advisors has 3,536 clients and manages $1.33 billion for them, as of September 2026. They include 3,203 individual clients, 320 high-net-worth individuals and 13 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Inspire Advisors offer?
Inspire Advisors provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Inspire Advisors use?
Inspire Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.05B and Altruist Financial LLC (Dallas, TX), with $162M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Inspire Advisors have?
Inspire Advisors has 63 investment adviser representatives registered with state securities authorities, out of 63 employees, and 63 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 34 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Inspire Advisors invest in?
At the end of its last fiscal year, Inspire Advisors’ separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 2% investment grade corporate bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Annuities, Structured Notes, & CD'S.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Inspire Advisors?
Inspire Advisors is owned through a holding company by Robert Netzly. Its direct owners are Inspire Impact Group, LLC (50% to 75%), Keith Chandler (25% to 50%) and Jevon Webster (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Inspire Advisors get paid?
Inspire Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Inspire Advisors?
Inspire Advisors’ main office is at 3597 E Monarch Sky LN, Suite 330, Meridian, ID 83646. Its phone number is 877-859-6383. Its website is inspireadvisors.com.