PB
CFP
PB
CFP

Paul Bryer

8 Years of Experience
Meridian, ID
Sells Insurance

Paul Bryer is a CFP-designated registered investment advisor at Inspire Advisors, LLC, based in Meridian, ID, with 8 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,809 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
65 advisors
Number of Clients
3,809 clients
Average Client Portfolio
$271K average
Assets Under Management
$1.0B

Fee Structure

Inspire Advisors uses different fee schedules for investment management, and your advisor representative will help you choose the one that best fits your needs. The fees are based on a percentage of your portfolio's value. Some investments may have additional expenses, like mutual fund expense ratios, which are separate from Inspire's fees. Fees are billed monthly based on the average daily balance. The fees are negotiable, but the maximum advisory fee is 2.50% annually.

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Location

3597 E Monarch Sky Ln, Suite 330, Meridian, ID, 83646

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Paul works full-time as a Senior Aerospace Systems Engineer at Blue Origin, LLC, developing systems engineering products for rocket engine development. Paul is also an independent licensed insurance agent selling life, health, and variable products.

Employment History
Current Registrations
Inspire Advisors, LLC
September 2023 - Present · 2 yrs 10 mos
Previous Registrations
Thrivent Investment Management INC.
July 2017 - September 2023 · 6 yrs 2 mos
Thrivent Investment Management INC.Broker
June 2017 - September 2023 · 6 yrs 3 mos
State Registrations1 state
AL
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.
Paul Bryer - Financial Advisor | TrueAdvisor