# James Wood

> James Wood is a fee-only financial advisor at Insight Financial Strategists in Newton, Massachusetts. Insight Financial Strategists reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-wood-6484814/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Insight Financial Strategists
- **Based in:** Newton, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Assets under management (firm):** $27.8M across 84 accounts
- **CRD:** 6484814 (https://adviserinfo.sec.gov/individual/summary/6484814)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://insightfinancialstrategists.com

## Frequently asked questions

### Is James Wood a fee-only financial advisor?

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

### How does James charge for financial advice?

James's firm, Insight Financial Strategists, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### Where is James Wood based?

James Wood is based in Newton, Massachusetts.

### Is James Wood registered with the SEC?

Yes. James Wood is registered as an investment adviser representative in MA (CRD 6484814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Insight Financial Strategists manage?

Insight Financial Strategists reports $27.8M across 84 accounts in assets under management.

### How do I contact James Wood?

Through James's website, insightfinancialstrategists.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6484814): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.