Broker Check

Strategic Relationships

Client Centered

As an independent Wealth Management Practice, and a fiduciary,* we have the flexibility and agility to precisely tailor investments to suit your exact goals, and to reflect your values, including social impact investing. We operate according to the industry’s highest standards of integrity and accountability; without question and in all circumstances, your best interest comes first. Independence means we are not obligated to promote any particular products, proprietary offerings or make referrals for other services. That means you can feel confident knowing that the recommendations we provide to you are based on your unique needs and held to our fiduciary standard.

However, independence doesn’t mean that we are alone. In fact, there’s a highly symbiotic relationship operating quietly, efficiently and seamlessly in the background that makes certain we can provide for all your financial needs — now and in the future. Inspired Wealth Planning has established a strategic relationship with Fidelity Institutional® (FI), and Kestra Financial detailed by the following:

Fidelity Institutional® (FI) -

Fidelity provides us with a secure means to custody your assets, meaning this is where your assets are held. With more than $4 trillion in client assets, FI offers a safe, technologically robust platform that meets the needs of our clients. In addition:

  • includes Securities Investor Protection Corporation (SIPC) coverage to protect your assets in the unlikely event that FI should fail to meets its obligations, or should your broker-dealer fails to meets its obligations;
  • provides virtual access via Wealthscape InvestorTM for clients to independently monitor account details;
  • provides a comprehensive clearing and custody platform, brokerage services, and trading capabilities;
  • includes practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement record keepers, broker-dealer firms, banks, and insurance companies.

Kestra Financial -

Our relationship with Kestra Financial (Kestra PWS and Kestra IS) provides us with the flexibility and resources to deliver premier service solutions to all of our clients.  In addition:

  • Kestra PWS is a wholly-owned subsidiary of Kestra Financial. With more than $96 billion in assets under advisement. Kestra Financial is comprised of two affiliates: Kestra PWS, a Registered Investment Advisor (RIA), and Kestra Investment Services, LLC (Kestra IS), a top 10 Broker-Dealer;
  • An RIA is responsible for providing investment advice and acting as a fiduciary in financial matters;
  • A broker-dealer supports independent financial advisors by facilitating trades according to a client's instructions;
  • Kestra IS provides a comprehensive suite of tools including secure technology platforms and financial research to support clients;
  • Kestra IS monitors communications, advertising and trading practices for independent wealth advisors for compliance with strict regulations (FINRA and SEC).

Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC, Kestra Advisory Services, LLC (Kestra AS) and Kestra Private Wealth Services, LLC (Kestra PWS). Securities offered through Registered Representatives of Kestra IS. Investment Advisory Services offered through Investment Advisor Representatives of Kestra AS or Kestra PWS, an affiliate of Kestra IS.

Fidelity Institutional® and Fidelity Investments, LLC (together “Fidelity”) is an independent company, unaffiliated with Kestra Financial, Inc. and its subsidiaries. Fidelity Investments is a service provider to Kestra Financial, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between Kestra Financial, Inc. and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kestra Financial, Inc. and does not guarantee, or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. 

Fidelity Institutional® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.

*Our financial professionals act as a fiduciary for advisory clients 

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