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CFP

Derek Hastings

Inspire Advisors, LLC
40 Years of Experience
Chico, CA
1 Disclosure
View SEC Summary
View SEC Summary

Derek Hastings is a CFP-designated registered investment advisor at Inspire Advisors, LLC, based in Chico, CA, with 40 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 3,536 clients with $1.3B in assets under management.

Inspire Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
77 advisors
Number of Clients
3,536 clients
Average Client Portfolio
$377K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.50%
$50K - $125K1.25%
$125K - $250K1.15%
$250K - $500K1.10%
$500K - $1000K1.05%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.90%
$5M+0.75%

Representative may select from multiple fee schedules (Schedules 1 through 8). Maximum advisory fee is capped at 2.50% annually. Separately managed accounts may carry additional platform fees of 0.35% or 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Chico, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Derek is an author and has been writing a fiction novel since 2013. This activity is not investment-related and takes minimal time.

Employment History
Current Registrations
Inspire Advisors, LLC
February 2019 - Present · 7 yrs 8 mos
Previous Registrations
Inspire
February 2019 - February 2019 · 0 mos
The Wealth Consulting Group
July 2016 - February 2019 · 2 yrs 7 mos
LPL Financial LLC
December 1997 - November 2016 · 18 yrs 11 mos
LPL Financial LLCBroker
July 1995 - January 2020 · 24 yrs 6 mos
U.S. Bancorp SecuritiesBroker
September 1993 - July 1995 · 1 yr 10 mos
California One InvestmentsBroker
March 1993 - August 1993 · 5 mos
Asb Financial ServicesBroker
December 1989 - January 1993 · 3 yrs 1 mo
Financial Network Investment CorporationBroker
June 1989 - December 1989 · 6 mos
Gfc Securities CorporationBroker
February 1988 - June 1989 · 1 yr 4 mos
First American National Securities, INC.Broker
February 1986 - February 1988 · 2 yrs
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
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Derek Hastings - Financial Advisor | TrueAdvisor