Mark Stegman
Insight Wealth Partners · Plano, Texas
Mark Stegman is a fee-only financial advisor at Insight Wealth Partners in Plano, Texas, who holds the CFP credential. Insight Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Insight Wealth Partners |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.12B across 3,209 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2212129 |
| Exams passed | Series 63 (1997) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.insightwp.com |
How Mark's firm compares
- Insight Wealth Partners's average account is about $350,000, from its Form ADV (assets managed divided by 3,209 accounts).
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Questions about Mark
Is Mark Stegman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Insight Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Insight Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Stegman based?
Mark Stegman is based in Plano, Texas.
What credentials does Mark Stegman hold?
Mark Stegman holds the CFP credential.
Is Mark Stegman registered with the SEC?
Yes. Mark Stegman is registered as an investment adviser representative in TX (CRD 2212129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Insight Wealth Partners manage?
Insight Wealth Partners reports $1.12B across 3,209 accounts in assets under management.
How do I contact Mark Stegman?
Through Mark's website, www.insightwp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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
- 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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