Inspired Financial Plans

What Inspired Financial Plans does

Inspired Financial Plans, doing business as Solana Financial Group, is a privately held fiduciary financial advisory practice headquartered at 430 W Warner Rd, Suite 116, Tempe, Arizona. The firm delivers personalized financial planning and wealth management services - covering retirement, investment, tax, estate, insurance, and lifestyle planning - to a horizontal mix of client segments including business owners (primary segment), local utilities employees, retirees and soon-to-be retirees, Dave Ramsey-aligned followers, and a niche pickleball enthusiast community. Services are sold through a sales-led and community-led GTM motion, with paid referral acquisition via the SmartVestor / Ramsey Solutions advertising program, community ties across faith-based organizations, and word-of-mouth driven by 150+ five-star Google Business reviews.

The firm operates without proprietary technology, relying instead on industry-standard brokerage and advisory platforms delivered through its core partnership with Cambridge Investment Research, Inc. (broker-dealer) and Cambridge Investment Research Advisors, Inc. (registered investment advisor). Website infrastructure and financial education content are supplied by FMG Suite, a third-party marketing technology provider. Revenue is generated on a recurring subscription-style basis through fee-based investment advisory services and ongoing comprehensive financial planning engagements, with pricing not publicly disclosed and the firm offering a complimentary 15-minute introductory phone call via the Greminders scheduling platform as the top-of-funnel conversion mechanism.

The team is co-led by partners Brently Klontz (CFP®, AFC®) and Zach Makawi (CFP®, AFC®, ASU alumnus), supported by veteran financial planner Bryna Kanarek (40+ years industry experience), a paraplanner, operations manager, office manager, and client concierge - 7 professionals in total operating from a single Arizona office with no disclosed geographic expansion, funding events, M&A, or institutional ownership.

Name

Inspired Financial Plans

Legal name

Inspired Financial Plans

Website

https://inspiredfinancialplans.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Inspired Financial Plans (d/b/a Solana Financial Group) is a 7-person fiduciary financial advisory practice in Tempe, Arizona, delivering financial planning, wealth management, retirement, tax, and estate advisory services through Cambridge Investment Research to business owners, retirees, utilities employees, Dave Ramsey followers, and pickleball enthusiasts.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning
• Investment advisory
• Estate planning support

Headquarters

HQ city

Des Plaines

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Infrastructure, Technology or R&D

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through Cambridge Investment Research Advisors, Inc. Revenue likely derived from assets under management (AUM) fees and/or flat advisory fees.
2. Financial Planning Services: Comprehensive financial planning including retirement, investment, estate, insurance, tax, and lifestyle planning. Revenue model based on ongoing advisory relationships.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Inspired Financial Plans (d/b/a Solana Financial Group) is a privately held Registered Investment Advisory firm delivering personalized financial planning, wealth management, retirement planning, estate planning support, tax planning advisory, and insurance planning services. The firm employs a team-based advisory approach with certified financial planners (CFP®, AFC®, ChFC®, CLU®, CASL®, RICP®) serving individual consumers and small business owners across Arizona, with securities and advisory services facilitated through Cambridge Investment Research.

Product overview

Inspired Financial Plans operates as a financial advisory firm providing comprehensive financial planning services through a unified offering that combines wealth management, tax planning advice, insurance planning, and retirement planning. The firm employs a team-based approach with certified financial planners (CFP®, AFC®, ChFC®, CLU®, CASL®, RICP®) who deliver personalized financial guidance tailored to specific client segments including business owners, utilities employees, retirees, and Dave Ramsey followers. Services are delivered through individual advisory relationships supported by Cambridge Investment Research as the registered broker-dealer.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Comprehensive financial planning services providing personalized financial advice, tax planning guidance, and wealth management solutions tailored to individual client goals and circumstances; delivered through a team-based approach with CFP®, AFC®, ChFC®, CLU®, CASL®, and RICP® certified professionals for individuals, families, and small business owners.
• Wealth Management Investment management and portfolio advisory services delivered by certified professionals (CFP®, AFC®) to help clients grow and protect their assets through personalized portfolio strategies aligned with their goals.
• Retirement Planning Retirement strategy development addressing unique challenges including retirement income planning, distribution strategies, and longevity planning for individuals approaching or in retirement.
• Estate Planning Support Collaborative support for estate planning including guidance on wills, trusts, and wealth transfer strategies to help clients structure intergenerational wealth transfer.
• Tax Planning Advisory Proactive tax planning advice integrated into the firm's financial planning process to help clients minimize tax liabilities and optimize after-tax wealth accumulation.
• Insurance Planning Life insurance needs review and analysis services to help clients understand and optimize their insurance coverage as part of an integrated financial plan.

Named customers5 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• Cambridge Investment Research, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA & SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. This is the primary brokerage and advisory services partnership enabling the firm to serve clients.
• SmartVestor / Ramsey SolutionscoreGTM or Marketing PartnerInvestment professional advertising service that connects Dave Ramsey fans with financial advisors. Brently Klontz participates as a SmartVestor Pro, paying advertising fees to be listed in the program. The firm actively serves clients from the Dave Ramsey ecosystem.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Buckingham Strategic Wealth: RIA focused on fee-only comprehensive financial planning and evidence-based investment management for individuals and families. Highly comparable in service scope (planning-led, fee-based, multi-domain advice) and target client to Inspired Financial Plans.
• Carson Group: RIA platform that supports independent financial advisors with comprehensive planning, coaching, and growth resources. Both Inspired Financial Plans and Carson-affiliated advisors emphasize planning-led advice, fiduciary standards, and small-business clientele.
• Cetera Advisor Networks: Independent broker-dealer and RIA support platform serving thousands of independent financial advisors. Inspired Financial Plans operates under an analogous model on Cambridge Investment Research, so Cetera-advisor firms are direct infrastructure and business-model peers.
• Commonwealth Financial Network: Independent broker-dealer supporting individual financial advisors in providing comprehensive financial planning and wealth management services. Like Inspired Financial Plans, affiliated advisor practices deliver planning-led advice to retail and small-business clients.

Broad incumbents

• Fisher Investments: Large RIA managing assets for individual and institutional clients with a focus on portfolio management and long-term wealth planning. Operates at much greater scale than Inspired Financial Plans but serves overlapping investor needs across retirement and wealth management.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of RIAs and financial advisors. Although Inspired Financial Plans is on Cambridge rather than LPL, the underlying business of supporting planning-led advisors for retail clients is identical in structure and economics.
• Edward Jones: Large national financial advisory franchise with a comparable focus on individual financial planning, retirement, and investment services for retail and mass-affluent households. Both are community-based advisor practices serving client financial planning needs rather than institutional capital markets.
• Northwestern Mutual: Large insurance-anchored financial services firm offering life insurance, retirement planning, wealth management, and comprehensive financial planning through a captive advisor network. Overlaps with Inspired Financial Plans on retirement, insurance, and estate planning services for individuals and business owners.

Emerging players

• Facet Wealth: Digital-first financial planning firm offering flat-fee advice on retirement, investing, and planning for individuals. Targets the same kind of mass-affluent household seeking fiduciary planning that Inspired Financial Plans serves in person, representing a digital channel option for the same prospects.

Others

• Dave Ramsey SmartVestor Pro Network: Advertising/referral program run by Ramsey Solutions connecting consumers with vetted financial advisors. While not a competitor, other SmartVestor Pros operate from the same marketing channel, compete for the same inbound leads, and are the most direct comparables on acquisition economics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/inspired-financial-plans

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Inspired Financial Plans