Patricia Taylor
Insight Strategic Wealth · Knoxville, Tennessee
Patricia Taylor is a fee-only financial advisor at Insight Strategic Wealth in Knoxville, Tennessee, who holds the PFS credential. Insight Strategic Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Insight Strategic Wealth |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $401.0M across 722 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in TN · CRD 5544427 |
| Exams passed | Series 65 (2010) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.ctmfin.com |
How Patricia's firm compares
- Insight Strategic Wealth's average account is about $555,000, from its Form ADV (assets managed divided by 722 accounts).
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Questions about Patricia
Is Patricia Taylor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Insight Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Insight Strategic Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Patricia Taylor based?
Patricia Taylor is based in Knoxville, Tennessee.
What credentials does Patricia Taylor hold?
Patricia Taylor holds the PFS credential.
Is Patricia Taylor registered with the SEC?
Yes. Patricia Taylor is registered as an investment adviser representative in TN (CRD 5544427), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Insight Strategic Wealth manage?
Insight Strategic Wealth reports $401.0M across 722 accounts in assets under management.
How do I contact Patricia Taylor?
Through Patricia's website, www.ctmfin.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 Strategic Wealth 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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