Nandita Das
Insight Financial Strategists · Newark, Delaware
Nandita Das is a fee-only financial advisor at Insight Financial Strategists in Newark, Delaware, who holds the CFP and CFA credentials. Insight Financial Strategists reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.
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Facts
| Firm | Insight Financial Strategists |
|---|---|
| Based in | Newark, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Subscription · Fixed fees |
| Assets under management | $27.8M across 84 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in DE · CRD 6652717 |
| Exams passed | Series 63 (2016) · Series 65 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | insightfinancialstrategists.com |
How Nandita's firm compares
- Insight Financial Strategists's average account is about $331,000, from its Form ADV (assets managed divided by 84 accounts).
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Questions about Nandita
Is Nandita Das a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nandita holds no broker registration, and Insight Financial Strategists reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nandita charge for financial advice?
Nandita's firm, Insight Financial Strategists, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.
Where is Nandita Das based?
Nandita Das is based in Newark, Delaware.
What credentials does Nandita Das hold?
Nandita Das holds the CFP and CFA credentials.
Is Nandita Das registered with the SEC?
Yes. Nandita Das is registered as an investment adviser representative in DE (CRD 6652717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Insight Financial Strategists manage?
Insight Financial Strategists reports $27.8M across 84 accounts in assets under management.
How do I contact Nandita Das?
Through Nandita's website, insightfinancialstrategists.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
- 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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