Katelyn Palone
InSight Financial Planners · Boulder, Colorado
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.
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Facts
| Firm | InSight Financial Planners |
|---|---|
| Based in | Boulder, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $99.0M across 441 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 8190564 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | investmentwithinsight.com |
How Katelyn's firm compares
- InSight Financial Planners's average account is about $224,000, from its Form ADV (assets managed divided by 441 accounts).
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Questions about Katelyn
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.
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 Financial Planners 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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