# Anthony Ortale

> Anthony Ortale is a fee-only financial advisor at Insight Wealth Strategies in San Ramon, California. Anthony focuses on equity compensation, estate & legacy planning and tax planning. Insight Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-ortale/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Insight Wealth Strategies
- **Based in:** San Ramon, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.22B across 2,042 accounts
- **Specialties:** Equity compensation, Estate & legacy planning, Tax planning, Retirement planning
- **Works with:** Retirees, Pre-retirees, Executives, High earners
- **CRD:** 3225516 (https://adviserinfo.sec.gov/individual/summary/3225516)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1999), Series 65 (2007), Series 66 (2014)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.insight2wealth.com

## Frequently asked questions

### Is Anthony Ortale a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Insight Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony's firm, Insight Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anthony Ortale based?

Anthony Ortale is based in San Ramon, California.

### What does Anthony specialize in?

Anthony's specialties include equity compensation, estate & legacy planning, tax planning and retirement planning. Anthony works with retirees, pre-retirees, executives and high earners.

### Is Anthony Ortale registered with the SEC?

Yes. Anthony Ortale is registered as an investment adviser representative in CA (CRD 3225516), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Insight Wealth Strategies manage?

Insight Wealth Strategies reports $1.22B across 2,042 accounts in assets under management.

### How do I contact Anthony Ortale?

Through Anthony's website, www.insight2wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3225516): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://insight2wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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