Julia Fritzlen
Insight Investment Advisers · Leawood, Kansas
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.
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Specialties
Who they serve
- Real estate investors
- Pre-retirees
Facts
| Firm | Insight Investment Advisers |
|---|---|
| Based in | Leawood, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $71.7M across 537 accounts |
| SEC registration | Investment adviser representative in KS · CRD 7727301 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | investwithinsight.com |
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Questions about Julia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Insight Investment Advisers website : specialties, clients served, and fees, checked October 30, 2026
- 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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