Robert
Price

Inspired Financial

CRD#7646449
Investment Advisor
in Huntington Beach, CA

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About this Advisor

Robert Price is a certified financial planner based in Huntington Beach, California who has 1 year of relevant experience. Price currently works for Inspired Financial. Their career trajectory has included roles at Inspired Financial, Wealthmode, Utah Valley University, Church Of Jesus Christ Of Latter Day Saints, Sorenson Bioscience, Corner Canyon High School and Alta High School. Price is registered to work in California. Inspired Financial is a financial advisory firm operating out of Huntington Beach, CA. It handles $240 million in assets under management among its 510 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 510 accounts, 75% belong to high-net-worth investors who have more than $1 million in assets. Inspired Financial has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advisory services vary depending on the financial services provided. However, fee types charged by Inspired Financial most likely are comprised of any combination of asset-based and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Others

Office Location

5011 Argosy Avenue Ste. 7
Huntington Beach, CA 92649

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Inspired Financial Brokerage Details

Total Assets Under Management

$240,000,000

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

510

CA Average: 3,727
Average Account Size

$470,588

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Robert Price Work History

Robert has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Inspired Financial

2020 - 2021 (1 year)

Wealthmode

2017 - 2021 (4 years)

Utah Valley University

2015 - 2017 (2 years)

Church Of Jesus Christ Of Latter Day Saints

2014 - 2015 (1 year)

Sorenson Bioscience

2013 - 2015 (2 years)

Corner Canyon High School

2011 - 2013 (2 years)

Alta High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Inspired Financial

Maria Castillo Dominguez
Huntington Beach, CA
Claire Thornton
Huntington Beach, CA
Robert Price
Huntington Beach, CA
Evelyn Zohlen
Huntington Beach, CA
Mark Prendergast
Huntington Beach, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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