INSPIRION WEALTH ADVISORS, LLC
Libertyville, IL
AUM
$1.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
847-918-9100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL, LIBERTYVILLE
4 advisers found
PATRICK M. SWEENEY & ASSOCIATES, INC
Libertyville, IL
AUM
$252.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
847 277-7771
PRISM PLANNING PARTNERS
Libertyville, IL
AUM
$241.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(847) 250-9870
ENCOMPASS WEALTH MANAGEMENT LLC
Libertyville, IL
AUM
$11.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
847-247-0064