David Chin
Insight Wealth Partners · Plano, Texas
David Chin is a fee-only financial advisor at Insight Wealth Partners in Plano, Texas. Insight Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Facts
| Firm | Insight Wealth Partners |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.12B across 3,209 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2097827 |
| Exams passed | Series 63 (1991) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.insightwp.com |
How David's firm compares
- Insight Wealth Partners's average account is about $350,000, from its Form ADV (assets managed divided by 3,209 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David 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 David
Is David Chin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Insight Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Insight Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Chin based?
David Chin is based in Plano, Texas.
Is David Chin registered with the SEC?
Yes. David Chin is registered as an investment adviser representative in TX (CRD 2097827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Insight Wealth Partners manage?
Insight Wealth Partners reports $1.12B across 3,209 accounts in assets under management.
How do I contact David Chin?
Through David's website, www.insightwp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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
- 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.