# Ali Criss

> Ali Criss is a fee-only financial advisor at Financial Insights in Tacoma, Washington, who holds the CFP credential. Ali focuses on retirement planning, estate & legacy planning and tax planning. Financial Insights reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ali-criss/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Financial Insights
- **Based in:** Tacoma, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $746.7M across 768 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Sustainable & impact investing
- **Firm size:** 16 employees
- **Website:** http://financialinsights.com

## Frequently asked questions

### Is Ali Criss a fee-only financial advisor?

Yes. Ali Criss is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Ali charge for financial advice?

Ali's firm, Financial Insights, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Ali Criss based?

Ali Criss is based in Tacoma, Washington.

### What does Ali specialize in?

Ali's specialties include retirement planning, estate & legacy planning, tax planning and sustainable & impact investing.

### What credentials does Ali Criss hold?

Ali Criss holds the CFP credential.

### How much does Financial Insights manage?

Financial Insights reports $746.7M across 768 accounts in assets under management.

### How do I contact Ali Criss?

Through Ali's website, financialinsights.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/ali-criss-10629): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://financialinsights.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.