Richard Kolb is a CFP-designated registered investment advisor at Inspirion Wealth Advisors, LLC, based in Libertyville, IL, with 7 years of industry experience. Richard 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inspirion Wealth Advisors only offers investment management through wrap fee accounts. Details on wrap fees are in a separate brochure.
Location
900 Technology Way, Suite 130, Libertyville, IL, 60048
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Regulatory History
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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Richard serves on the board of directors for Michael Matters Org, dedicating minimal time. He is also the owner of Premise Wealth, LLC, a management company, but dedicates no time to it.
Employment History
Current Registrations
Inspirion Wealth Advisors, LLC
State Registrations1 state
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