1213 Culbreth Drive
The following may be useful in understanding why Inspire believes that a strict NAPFA Fee-Only method of compensation is a conflict of interest in and of itself. When selecting and advisor, it may be important to choose one that can not only help you plan, but also help you implement that plan. Believe it or not, not all financial advisers can perform both functions.
See below: Code of Ethics and Standards of Conduct effective October 1, 2019.
See also Michael Kitces(CFP®) article:
“When CFP Professionals Have to Actually ‘DO’ Financial Planning”
CERTIFIED FINANCIAL PLANNER™ Candidate
Jeff Headrick has completed all CFP® educational requirements and will sit for the CFP® exam in 2022.