Broker Check

More About Your Personal Financial Advisor

Please visit the links below for more detailed background information on Jeff Headrick (Founder and Private Wealth Advisor).

United States Securities and Exchange Commission (SEC)

Working with an Investment Professional

Investment Adviser Public disclosure link CRD# 4516694

Jeffrey Allen Headrick

Financial Industry Regulatory Authority research tool (FINRA)

BrokerCheck® by FINRA

BrokerCheck® link CRD#: 4516694

Fee-Only Financial Planning

Inspire Financial Planning offers fee-only portfolios. These portfolios are set up with no up-front commissions and no commissions are earned when they are periodically rebalanced or traded for any reason. Many clients prefer this simplified and transparent relationship.

Fee-Based Financial Planning

In order to offer comprehensive solutions for estate planning, long term care planning, and portfolio risk management, we may at our discretion offer an insurance solution that compensates us via commission. For any of these purposes we would act in a fee-based capacity.

National Association of Personal Financial Advisors (NAPFA)

NAPFA advisors must adhere to a strict code fee-only compensation. While some NAPFA advisors offer financial planning and asset management, many do not.

That being said many NAPFA advisors do not offer asset management, nor provide in-house estate planning solutions such as long term care and life insurance for estate planning purposes.

At Inspire, we believe that NAPFA advisors are limited not only in the scope of comprehensive financial planning solutions they provide, but in the IMPLEMENTATION of these strategies.

Jeff Headrick is not a member of NAPFA.

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