Cole Durkin
Insight Wealth Strategies · San Ramon, California
Cole Durkin is a fee-only financial advisor at Insight Wealth Strategies in San Ramon, California, who holds the CFA credential. Cole 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 Cole →
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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 6616458 |
| Exams passed | Series 66 (2016) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.insight2wealth.com |
Request an introduction to Cole
Tell Cole a little about what you're looking for. Cole 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 Cole
Is Cole Durkin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cole 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 Cole charge for financial advice?
Cole's firm, Insight Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cole Durkin based?
Cole Durkin is based in San Ramon, California.
What does Cole specialize in?
Cole's specialties include equity compensation, estate & legacy planning, tax planning and retirement planning. Cole works with retirees, pre-retirees, executives and high earners.
What credentials does Cole Durkin hold?
Cole Durkin holds the CFA credential.
Is Cole Durkin registered with the SEC?
Yes. Cole Durkin is registered as an investment adviser representative in CA (CRD 6616458), 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 Cole Durkin?
Through Cole'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.