Sign in Sign up for free

Insprit Financial Planning Group, Inc. (Vienna)


Insprit Financial Planning Group, Inc. is a large advisory firm based in Vienna. It manages $105.99 million of regulatory assets for 340 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland, Texas, and Virginia.

Logo



Insprit Financial Planning Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Insprit Financial Planning Group: assets under management

The assets under management (AUM) of Insprit Financial Planning Group, Inc. is $105.99 million. The firm's AUM has grown by 193% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $90.56 million in discretionary accounts and $15.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $336.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $217.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Insprit Financial Planning Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vienna

The principal office where Insprit Financial Planning Group, Inc. performs its advisory services is located at 301 Maple Ave., West, Vienna, VA 22180, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 703-538-2116 or by fax 703-242-1237. The normal business hours are by appointment on Other. You can find more information about the New York firm at www.goodfinancialplanning.com.


Registered investment advisers similar to Insprit Financial Planning Group, Inc.