Kevin Taylor
InSight Financial Planners · Boulder, Colorado
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.
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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 6369647 |
| Exams passed | Series 66 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | investmentwithinsight.com |
| Profile |
How Kevin'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 Kevin
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.
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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