Inspirion Wealth Advisors, LLC logo

Inspirion Wealth Advisors, LLC

Updated today

Client assets under management

$1,364,795,558

Clients

920

47% high-net worth

Advisors

9

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

102

High

Average account size

$1,483,473

About

Inspirion Wealth Advisors is a registered investment adviser that manages roughly $1.39 billion for individuals, high‑net‑worth clients, and employer‑sponsored retirement plans. The firm offers wrap comprehensive portfolio management, financial planning and consulting, and ongoing retirement plan consulting services.

The firm provides individualized portfolio management through its wrap fee program and tailors financial plans and consulting engagements to clients’ goals; clients may impose reasonable investment restrictions on wrap accounts. Investment methods include both fundamental and technical analysis, and strategies cover long‑ and short‑term trading, option writing (derivatives), and the use of margin borrowing; retirement plan work excludes certain illiquid and employer‑specific assets.

Noteworthy features relative to peers include sponsoring a wrap‑fee program while also having advisory personnel who are registered representatives and licensed insurance agents, which enables commissionable securities and insurance product sales alongside fee‑based advisory services and is disclosed as a potential conflict. The firm’s documented use of derivatives and borrowing in separately managed/wrap accounts is uncommon among similar teams and can introduce additional leverage and counterparty risk; the adviser supports these services with internal policies and disclosures and a nine‑advisor team serving roughly 920 client relationships.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies

Fee options

Fixed

Flat fees generally range from $1,000 to $10,000 for Financial Planning & Consulting services.

Commissions

Commissionable securities sales accepted by representative Mark Holmertz as a registered representative of Purshe Kaplan Sterling Investments; commissions and trail fees from mutual funds may be received.

Project-based

Hourly fee of $300 for Financial Planning & Consulting services.

Other

Fee-only: Hourly fees are $300; flat fees generally range from $1,000 to $10,000; fixed monthly fees also possible for Financial Planning & Consulting services.

Main office location

Inspirion Wealth Advisors, LLC

900 Technology Way, Suite 130

Libertyville IL 60048, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Florida · Illinois · Indiana · Iowa · Kentucky · Massachusetts · Michigan · Minnesota · Nevada · New Hampshire · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Peter K

CFP®, Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Peter Kolb is a CFP® and Series 65-licensed advisor at Inspirion Wealth Advisors, LLC with four years of industry experience. Before joining Inspirion in 2021, he worked at AbbVie Inc from 2017 to 2021. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts and offers tax and corporate planning services, combining advisory with broker-dealer and insurance capabilities.

Options & derivatives strategies
user avatar

Myron H

CFP®, Series 63, Series 66

Libertyville, IL

Inspirion Wealth Advisors, LLC

Myron Hazen is a CFP® professional with 24 years of industry experience. He has worked at Inspirion Wealth Advisors, LLC since 2012 and was previously with Purshe Kaplan Sterling Investments for eight years. Hazen serves as a board member of 1PLUS Charity, which supports disabled veterans, and holds a leadership position as assistant warden at St. Lawrence Episcopal Church in Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting for individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis along with various trading strategies.

Options & derivatives strategies
user avatar

Richard K

CFP®, Series 63

Libertyville, IL

Inspirion Wealth Advisors, LLC

Richard Kolb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Inspirion Wealth Advisors, LLC since 2012. Outside of his advisory role, he serves as treasurer on the board of the Michael Matters Organization, a nonprofit based in Chicago. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios and offers a blend of fundamental and technical analysis, incorporating both long- and short-term trading strategies.

Options & derivatives strategies
user avatar

Donald K

Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Donald Kolb is a financial advisor with Inspirion Wealth Advisors, LLC, holding a Series 65 designation. He joined the firm in 2024 and has prior work experience at Baxter Healthcare International and Medline Industries. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap comprehensive portfolio management accounts and offers standalone financial planning and employer retirement plan advisory services, utilizing a mix of fundamental and technical analysis alongside both long- and short-term trading strategies.

Options & derivatives strategies
user avatar

Richard Y

Series 63, Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Richard Young is a financial advisor at Inspirion Wealth Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Inspirion since 2012. Outside of advisory work, he conducts fixed insurance business through various insurance companies. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a mix of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and broker-dealer related offerings.

Options & derivatives strategies
user avatar

Mark H

CFP®, Series 66

Sarasota, FL

Inspirion Wealth Advisors, LLC

Mark Holmertz is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Inspirion Wealth Advisors, LLC since 2014 and has also worked at Purshe Kaplan Sterling Investments since 2012. Holmertz holds a Series 66 license and sells fixed insurance products, including health, life, disability, and long-term care insurance. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolios using a combination of fundamental and technical analysis and incorporates tax and corporate planning services alongside its advisory offerings.

Options & derivatives strategies
user avatar

Richard K

CFP®, Series 65

Libertyville, IL

Inspirion Wealth Advisors, LLC

Richard Kolb is a CFP® with seven years of industry experience, currently serving at Inspirion Wealth Advisors, LLC since 2018. Prior to joining Inspirion, he worked at Baxter International Inc. and Baxalta Inc. He serves on the board of the Michael Matters Organization and owns a management company called Premise Wealth, LLC. Inspirion Wealth Advisors provides comprehensive wealth management, financial planning, and retirement plan consulting to individual and high-net-worth clients, managing discretionary wrap fee portfolio accounts with a blend of fundamental and technical investment strategies.

Options & derivatives strategies
user avatar

Erika B

CFP®, Series 63, Series 66

Libertyville, IL

Inspirion Wealth Advisors, LLC

Erika Bateman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Inspirion Wealth Advisors, LLC since 2014. She holds Series 63 and Series 66 licenses and works from Libertyville, IL. Inspirion Wealth Advisors is a team of nine advisors managing approximately $1.24 billion in assets, providing comprehensive wealth management, financial planning, and retirement plan consulting primarily for individual and high-net-worth clients. The firm offers discretionary wrap fee portfolio management with a combination of fundamental and technical analysis, incorporating both long- and short-term trading strategies along with tax and corporate planning services.

Options & derivatives strategies
user avatar

Noah S

CFP®, Series 63, Series 65

Naples, FL

Inspirion Wealth Advisors, LLC

Noah Seidenberg is a CFP® with 25 years of industry experience and has been with Inspirion Wealth Advisors, LLC since 2012. He is the owner of Seidenberg Investment Group, a management company, and also owns Xenon Paddle, a manufacturer and distributor of platform tennis paddles. Inspirion Wealth Advisors serves individual and high-net-worth clients with comprehensive wealth management, financial planning, and retirement plan consulting. The firm manages discretionary wrap fee portfolio accounts using a combination of fundamental and technical analysis and offers tax and corporate planning services alongside its advisory and brokerage offerings.

Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")