# Katelyn Palone

> Katelyn Palone is a fee-only financial advisor at InSight Financial Planners in Boulder, Colorado. Katelyn charges a percentage of assets and an ongoing planning fee.

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

## Facts

- **Firm:** InSight Financial Planners
- **Based in:** Boulder, Colorado
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $99.0M across 441 accounts
- **CRD:** 8190564 (https://adviserinfo.sec.gov/individual/summary/8190564)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://investmentwithinsight.com/

## Frequently asked questions

### Is Katelyn Palone a fee-only financial advisor?

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

### How does Katelyn charge for financial advice?

Katelyn charges a percentage of assets and an ongoing planning fee.

### Where is Katelyn Palone based?

Katelyn Palone is based in Boulder, Colorado.

### Is Katelyn Palone registered with the SEC?

Yes. Katelyn Palone is registered as an investment adviser representative in CO and TX (CRD 8190564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does InSight Financial Planners manage?

InSight Financial Planners reports $99.0M across 441 accounts in assets under management.

### How do I contact Katelyn Palone?

Through Katelyn's website, investmentwithinsight.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8190564): 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://investmentwithinsight.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.