Chad Seegers
Insight Wealth Strategies · San Ramon, California
Chad Seegers is a fee-only financial advisor at Insight Wealth Strategies in San Ramon, California. Chad 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.
Request an introduction to Chad →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- High earners
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 | $1.22B across 2,042 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4988340 |
| Exams passed | Series 66 (2006) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.insight2wealth.com |
Request an introduction to Chad
Tell Chad a little about what you're looking for. Chad isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Chad
Is Chad Seegers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad 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 Chad charge for financial advice?
Chad's firm, Insight Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Chad Seegers based?
Chad Seegers is based in San Ramon, California.
What does Chad specialize in?
Chad's specialties include equity compensation, estate & legacy planning, tax planning and retirement planning. Chad works with retirees, pre-retirees, executives and high earners.
Is Chad Seegers registered with the SEC?
Yes. Chad Seegers is registered as an investment adviser representative in CA and TX (CRD 4988340), 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 Chad Seegers?
Through Chad's website, www.insight2wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Insight Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.