# Jaime Conry

> Jaime Conry is a fee-only financial advisor at Insight Strategic Wealth in Knoxville, Tennessee, who holds the CFP credential. Insight Strategic Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Insight Strategic Wealth
- **Based in:** Knoxville, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $401.0M across 722 accounts
- **Credentials:** CFP
- **CRD:** 6420138 (https://adviserinfo.sec.gov/individual/summary/6420138)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2015)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.ctmfin.com

## Frequently asked questions

### Is Jaime Conry a fee-only financial advisor?

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

### How does Jaime charge for financial advice?

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

### Where is Jaime Conry based?

Jaime Conry is based in Knoxville, Tennessee.

### What credentials does Jaime Conry hold?

Jaime Conry holds the CFP credential.

### Is Jaime Conry registered with the SEC?

Yes. Jaime Conry is registered as an investment adviser representative in TN (CRD 6420138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Insight Strategic Wealth manage?

Insight Strategic Wealth reports $401.0M across 722 accounts in assets under management.

### How do I contact Jaime Conry?

Through Jaime's website, www.ctmfin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6420138): 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://www.insightstrategicwealth.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.