# Justin Ramirez

> Justin Ramirez is a fee-only financial advisor at Insight Valuations, LLC in Houston , Texas, who holds the CFA credential. Justin charges a flat fee or retainer and hourly fees and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/justin-ramirez/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Insight Valuations, LLC
- **Based in:** Houston , Texas
- **Fee model:** Flat fee or retainer; Hourly
- **Assets under management (firm):** Under $25M
- **Credentials:** CFA
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation
- **Works with:** Executives, Founders, Pre-retirees, Multi-generational families, Retirees
- **Website:** www.InsightValuationsLLC.com

## About

Insight Valuations is a Houston-based business valuation firm that empowers U.S. business owners and their corporate and legal counsel when considering transactions, agreements, strategic planning or just wanting to know what drives the subject company's value from an independent and impartial perspective.

Engagement purposes may include: Internal & corporate planning; Proposed transactions; Financing and lending purposes; Tax & estate and wealth preservation planning.

## Frequently asked questions

### Is Justin Ramirez a fee-only financial advisor?

Yes. Justin Ramirez is listed in the public advisor directory (listed as fee-only).

### How does Justin charge for financial advice?

Justin charges a flat fee or retainer and hourly fees.

### Where is Justin Ramirez based?

Justin Ramirez is based in Houston , Texas.

### What does Justin specialize in?

Justin's specialties include small business owners, retirement planning, family wealth transfer and equity compensation. Justin works with executives, founders, pre-retirees, multi-generational families and retirees.

### What credentials does Justin Ramirez hold?

Justin Ramirez holds the CFA credential.

### How much does Insight Valuations, LLC manage?

Insight Valuations, LLC reports Under $25M in assets under management.

### How do I contact Justin Ramirez?

Through Justin's website, www.InsightValuationsLLC.com.

## Sources

- Public advisor directory: listed as fee-only

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