MH
CFP
MH
CFP

Myron Hazen

24 Years of Experience
Libertyville, IL

Myron Hazen is a CFP-designated registered investment advisor at Inspirion Wealth Advisors, LLC, based in Libertyville, IL, with 24 years of industry experience. Myron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 928 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
928 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.2B

Fee Structure

Inspirion Wealth Advisors only offers investment management through wrap fee accounts. Details on wrap fees are in a separate brochure.

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Location

900 Technology Way, Suite 130, Libertyville, IL, 60048

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History

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 Activities

Myron is a board member for 1Plus Charity, which cares for disabled veterans, spending minimal time per week. He is also a Warden at St. Lawrence Episcopal Church, dedicating minimal time per week to leadership and planning activities.

Employment History
Current Registrations
Inspirion Wealth Advisors, LLC
October 2012 - Present · 13 yrs 6 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2012 - August 2016 · 3 yrs 9 mos
LPL Financial LLC
January 2005 - November 2012 · 7 yrs 10 mos
LPL Financial LLCBroker
November 2004 - November 2012 · 8 yrs
Edward JonesBroker
January 2002 - November 2004 · 2 yrs 10 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.