# Kevin Taylor

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

Page: https://find.wellspent.co/advisors/kevin-taylor/
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:** 6369647 (https://adviserinfo.sec.gov/individual/summary/6369647)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://investmentwithinsight.com/

## Frequently asked questions

### Is Kevin Taylor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?

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

### Where is Kevin Taylor based?

Kevin Taylor is based in Boulder, Colorado.

### Is Kevin Taylor registered with the SEC?

Yes. Kevin Taylor is registered as an investment adviser representative in CO and TX (CRD 6369647), 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 Kevin Taylor?

Through Kevin's website, investmentwithinsight.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6369647): 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.