BS

Brian Jeffrey Sauer

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
463 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$2.9B

Fee Structure

Financial Plan Fee:$100 - $100,000
Hourly Rate:$100 - $500/hr

Fees for Separately Managed Accounts are negotiable, with the total annual fee being the sum of the Portfolio Management fee (0.65%) and the Advisory Services fee (negotiable). Some investments may include additional expenses. Financial planning is offered with fixed fees ($100-$100,000) or hourly fees ($100-$500). Clients are responsible for third-party fees. Inspire also receives compensation from its proprietary ETFs, ranging from 0.10% - 0.45% annually.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

Point Venture, TX

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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

Brian is an independent licensed insurance agent since 2007, selling life, accident, health, and HMO insurance in Texas. He is also a director at DC1 LLC, a data analytics software company for football coaches, dedicating about 10-20% of his time to this non-investment related activity.

Employment History
Current Registrations
Inspire Investing, LLC
October 2024 - Present · 1 yr 3 mos
Previous Registrations
Avantax Investment Services, INC.Broker
August 2023 - September 2024 · 1 yr 1 mo
Avantax Advisory Services
August 2023 - September 2024 · 1 yr 1 mo
Thrivent Investment Management INC.
September 2020 - August 2023 · 2 yrs 11 mos
Thrivent Investment Management INC. Broker
August 2020 - August 2023 · 3 yrs
State Registrations2 states
IDTX
Advisor
Exams
No exam information available for this advisor.