Ali Criss
Financial Insights · Tacoma, Washington
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.
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Specialties
Facts
| Firm | Financial Insights |
|---|---|
| Based in | Tacoma, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $746.7M across 768 accounts |
| Credentials | CFP |
| Firm size | 16 employees |
| Website | financialinsights.com |
| Profile |
How Ali's firm compares
- Financial Insights's average account is about $972,000, from its Form ADV (assets managed divided by 768 accounts).
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Questions about Ali
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Financial Insights website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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