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Terrence Rocks

Inspire Advisors, LLC
10 Years of Experience
Melbourne, FL
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Terrence Rocks is a registered investment advisor at Inspire Advisors, LLC, based in Melbourne, FL, with 10 years of industry experience. Terrence 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

1900 South Harbor City Boulevard, Suite 328, Melbourne, FL, 32901

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History

Regulatory History (4)
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.
Regulatory
July 2015
Final
Criminal
October 1999
Final Disposition
Criminal
March 1997
Final Disposition
Criminal
September 1996
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terrence co-founded Brevard Youth Network and serves on its board, is a producing general agent for Ohio National Financial Services, and owns The Makaid Group (consulting) and Florida Wealth College Inc. He is also a general agent for Guardian Life Insurance and owner/agent of Teleios Financial Partners LLC, a life insurance business; these insurance activities take about a quarter of his time.

Employment History
Current Registrations
Inspire Advisors, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Inspire Advisors, LLC
April 2023 - December 2024 · 1 yr 8 mos
G. A. Repple & Company
November 2015 - April 2023 · 7 yrs 5 mos
State Registrations1 state
FL
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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