Richard Young
Richard Young is a registered investment advisor at Inspirion Wealth Advisors, LLC, based in Libertyville, IL, with 23 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard conducts insurance business through various insurance companies for fixed insurance products, dedicating minimal time to this activity. He is also the owner of Libertyville Financial Group, LLC, a management company, but this is not investment related.
Employment History
Current Registrations
Inspirion Wealth Advisors, LLC
Previous Registrations
Libertyville Financial Group, LTD.
LPL Financial LLC
Investment Advisors CORP
Investment Advisors CORP
State Registrations3 states
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.