Inspirion Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly fees are $300.”

Flat or project fee

$1,000⁠-⁠$10,000

“Flat fees generally range from $1,000 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Inspirion Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees will be billed based on a percentage of plan assets under management.”
• “Our firm’s fees are billed on a pro-rata annualized basis quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Should the plan have more than one account, the fee shall be payable in proportion to the respective account value(s).”

How Inspirion Wealth Advisors, LLC’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Libertyville that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Illinois median of $4,500. 60% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Libertyville that publish a flat or project fee charge less.

About Inspirion Wealth Advisors, LLC

• Firm size: 12 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

920

Employees

12

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,394,318,971

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165174

Website

inspirionwealth.com (opens in new tab)

Phone

(847) 918-9100

Can advise clients in 24 states: Arizona, California, Colorado, Florida, Iowa, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Minnesota, North Carolina, New Hampshire, Nevada, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin

Other planners in Libertyville that publish fees

• Knight Investment Planning, LLCLibertyville$180⁠-⁠$360/hr
• Optimum Retirement Planning LLCLibertyville$2,500⁠-⁠$7,500, $3,500⁠-⁠$35,000/yr
• Prism Planning PartnersLibertyville$350⁠-⁠$500/hr, $6,500
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 5 planners in Libertyville