Fee-only adviser · Woodbury, MN
Enspyre Wealth Advisors, Inc.
Enspyre Wealth Advisors, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Woodbury, Minnesota. On its latest Form ADV, filed March 16, 2026, it reports $218M in regulatory assets under management, 133 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 300992 · SEC file 801-115080 |
| Office | 724 Bielenberg DR. Suite 144 Woodbury, MN 55125 |
| Phone | (651) 203-7920 |
| Website | www.enspyrewealth.com |
| Regulatory assets under management | $218M |
| Individual clients | 54 non-high-net-worth, 79 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Woodbury
See all 4 fee-only advisers in Woodbury →
Nearby
- Lake Elmo 1 firm
- Mendota Heights 2 firms
- Bayport 1 firm
- Mahtomedi 1 firm
- St. Paul 12 firms
- Eagan 4 firms
- Roseville 1 firm
- White Bear Lake 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Enspyre Wealth Advisors, Inc.? Update this listing.