Germaine Weldon is a CFP, PFS-designated registered investment advisor at Inspired Financial Planners, based in Hendersonville, NC, with 23 years of industry experience. Germaine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 34 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable, pro-rated, and paid in arrears on a quarterly basis. Related party accounts may be combined at the firm's discretion to determine the effective rate.
Fee Estimator
Contact
Germaine Weldon
Location
Hendersonville, NC
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Inspired Financial Planners
Previous Registrations
Avl/wealthcare, LLC
C.J.M. Asset Management, LLC
Locust Street Securities, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Germaine has promoted financial planning thorugh her years of authoring newspaper articles, coaching scouts on their financial merit badges, and most recently creating financial planning programs for the North Carolina Association of CPAs. Outside of her career and her passion for financial planning, she has been an enthusiastic supporter of the arts. She is a life member of the Walter Anderson Museum of Art, having served various roles including its board since the early 1990s. She is also served on Mississippi's Committee of the National Museum of Women in the Arts and is now on their Women's Committee in DC.
More Advisors
- Tyrel Keplinger, CFPEdward Jones
- John Linkous, CFPOsaic Wealth, INC.
- James Wiley, CFPWells Fargo Advisors
- David Maupin, CFP, ChFCEdward Jones
- Robert Macdonald, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeremie Kelt, CFPPfg Advisors