Donald Kolb is a registered investment advisor at Inspirion Wealth Advisors, LLC, based in Libertyville, IL. Donald 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.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Inspirion Wealth Advisors, LLC
April 2025 - Present · 1 yr
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.