Menu
Badge4

Paladin Registry Member

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Paladin Research Report For:

Jeff Headrick

Inspire Financial Planning

Jeff Headrick, a financial fiduciary has been a Paladin Registry member since 2019. certifications and has over 19 years of experience. Jeff provides financial services to clients in the Wilmington, North Carolina area.

I. Snapshot

A. Registry Member
  • Since 2019
B. Years of Experience
  • 19
C. College Degrees
  • Coastal Carolina University - Bachelor of Arts
D. Certifications
  • None
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We have learned over the years that we can deliver more value to our clients using a comprehensive approach. While we place a strong emphasis on portfolio construction and performance over the long term, we feel that our clients are best served with an initial, in-depth financial plan. In addition to investment planning, we also explore cash flow management, budgeting, risk management (to include long-term care planning), estate planning, and income tax planning. As an independent financial planning and investment firm, our financial planners have the freedom to choose from a wide array of investment options. We are not employed by an insurance or investment company, so your best interests are always our top priority. We offer a wide range of cost-effective investment solutions to address your risk profile and help you work toward your financial goals. We utilize low-cost exchange traded funds and low-cost mutual funds as needed.

G. Asset Requirement
  • None

II. Contact Information

A. Key Contact
  • Did Not Answer
B. Main Location
  • 1213 Culbreth Drive
    Wilmington, North Carolina, 28405
C. Telephone
  • 865.604.2846
D. Comments
  • We are located next to the New Hanover County Public Library-Northeast Branch, just down from Mayfaire.

III. Internet

A. Visit Website
B. Social Connections

IV. Firm(s)

A. Name of Firm
  • Inspire Financial Planning
B. Relationship to Firm
  • Independent Contractor
C. Name of RIA
  • AlphaStar Capital Management
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • TD Ameritrade
  • Charles Schwab

V. Credentials

A. Years of Financial Experience
  • 19 Years
B. College, Degrees, Years
  • Coastal Carolina University - Bachelor of Arts
C. Current Certifications
  • None
D. Association Memberships
  • None

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • IAR
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Securities License(s)
D. Registration & License Numbers
  • CRD: 4516694
  • IARD: 157423
  • Insurance: None
E. State Licences
  • Financial Advice, Services for Fees: See List
    • North Carolina
    • Tennessee
  • Insurance Products for Commission: See List
    • North Carolina
    • Tennessee
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    We have learned over the years that we can deliver more value to our clients using a comprehensive approach. While we place a strong emphasis on portfolio construction and performance over the long term, we feel that our clients are best served with an initial, in-depth financial plan. In addition to investment planning, we also explore cash flow management, budgeting, risk management (to include long-term care planning), estate planning, and income tax planning. As an independent financial planning and investment firm, our financial planners have the freedom to choose from a wide array of investment options. We are not employed by an insurance or investment company, so your best interests are always our top priority. We offer a wide range of cost-effective investment solutions to address your risk profile and help you work toward your financial goals. We utilize low-cost exchange traded funds and low-cost mutual funds as needed.

B. Minimum Asset Requirement
  • None
C. Number of Current Clients
  • Available Upon Request
D. Assets (Management, Advisement)
  • Available Upon Request
E. Methods of Compensation
  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
  • Other:
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Quarterly)
  • Market Environment (Monthly)
  • Newsletters (Monthly)
  • Other: We write a fresh financial blog once a month. We also email all of our clients a market update once every two weeks.
H. Second Language(s)
  • None
I. Value Statement
  • Not Available

VIII. Clients & Services

A. Types of Clients
  • Individuals & Couples (Working)
  • Individuals & Couples (Retired)
  • Business (Taxable)
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Tax Advice & Services
C. Discretionary Asset Management
  • No
D. Limited Engagement Services
  • Planning Only
  • Financial Plan Reviews
  • Investment Portfolio Reviews
E. Comments
  • TD Ameritrade has no minimum account size. Charles Schwab minimum account size $2,000,000.00

IX. Certification

Advisor Name
  • Jeff Headrick
Most Recent Update:
  • Aug 7, 2019

BASIC INFORMATION NEEDED FOR THE INQUIRY

Other