Chris Chen
Insight Financial Strategists LLC · Newton, Massachusetts
Chris Chen is a fee-only financial advisor at Insight Financial Strategists LLC in Newton, Massachusetts, who holds the CDFA, CFP and MBA credentials. Insight Financial Strategists LLC reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Insight Financial Strategists LLC |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $27.8M across 84 accounts |
| Credentials | CDFA · CFP · MBA · RLP |
| SEC registration | Investment adviser representative in MA · CRD 5226577 |
| Exams passed | Series 66 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Chris's firm compares
- Insight Financial Strategists LLC's average account is about $331,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Chris
Is Chris Chen a fee-only financial advisor?
Yes. Chris Chen is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Chris's firm.
How does Chris charge for financial advice?
Chris's firm, Insight Financial Strategists LLC, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Chris Chen based?
Chris Chen is based in Newton, Massachusetts.
What credentials does Chris Chen hold?
Chris Chen holds the CDFA, CFP, MBA and RLP credentials.
Is Chris Chen registered with the SEC?
Yes. Chris Chen is registered as an investment adviser representative in MA (CRD 5226577), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Insight Financial Strategists LLC manage?
Insight Financial Strategists LLC reports $27.8M across 84 accounts in assets under management.
How do I contact Chris Chen?
Contact details aren't on file yet. Search for Insight Financial Strategists LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 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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