# Julia Fritzlen

> Julia Fritzlen is a fee-only financial advisor at Insight Investment Advisers in Leawood, Kansas. Julia focuses on real estate investors and small business owners. Insight Investment Advisers reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Insight Investment Advisers
- **Based in:** Leawood, Kansas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $71.7M across 537 accounts
- **Specialties:** Real estate investors, Small business owners
- **Works with:** Real estate investors, Pre-retirees
- **CRD:** 7727301 (https://adviserinfo.sec.gov/individual/summary/7727301)
- **SEC registration:** Investment adviser representative in KS
- **Exams passed:** Series 65 (2023)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://investwithinsight.com

## Frequently asked questions

### Is Julia Fritzlen a fee-only financial advisor?

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

### How does Julia charge for financial advice?

Julia's firm, Insight Investment Advisers, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Julia Fritzlen based?

Julia Fritzlen is based in Leawood, Kansas.

### What does Julia specialize in?

Julia's specialties include real estate investors and small business owners. Julia works with real estate investors and pre-retirees.

### Is Julia Fritzlen registered with the SEC?

Yes. Julia Fritzlen is registered as an investment adviser representative in KS (CRD 7727301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Insight Investment Advisers manage?

Insight Investment Advisers reports $71.7M across 537 accounts in assets under management.

### How do I contact Julia Fritzlen?

Through Julia's website, investwithinsight.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7727301): 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.investwithinsight.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.