James Wood
Insight Financial Strategists · Newton, Massachusetts
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.
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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 | $27.8M across 84 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6484814 |
| Exams passed | Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | insightfinancialstrategists.com |
How James's firm compares
- Insight Financial Strategists's average account is about $331,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newton
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.
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