Enspyre Wealth Advisors, Inc.

Enspyre Wealth Advisors, Inc. is an independent financial planning and investment advisory firm founded by Heidi Helmeke in Minnesota. The firm primarily offers Asset Management Services, providing continuous supervision over client accounts, and Financial Planning Services focusing on clients' overall financial situations. Enspyre specializes in retirement planning through a personalized "Blueprint" approach covering retirement income planning, employer benefits assessment, legacy planning, healthcare benefits evaluation, and tax planning. The firm advises on various types of investments, including mutual funds, stocks, bonds, ETFs, and more, while not advising on certain securities like hedge funds. Enspyre's investment strategies include long-term purchases, asset allocation, and cyclical analysis. Enspyre's fee structure includes a negotiated management fee for portfolio management services, hourly or fixed fees for financial plans and consultations, and ongoing financial consultation fees not exceeding $10,000 annually. The firm recommends a minimum investment of $1,000,000 but may consider exceptions based on various factors. Enspyre does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm does not have custody of client accounts but may have discretionary trading authority with client authorization. Enspyre does not vote on client securities proxies and has no adverse financial conditions to report. For more detailed information, clients can refer to the firm's Brochure Supplement for individual advisor qualifications and additional disclosures.