# Ricardo Donalexis

> Ricardo Donalexis is a fee-only financial advisor at Insight Family Financial in Sarasota, Florida. Ricardo charges a one-time planning fee and an ongoing planning fee and focuses on small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/ricardo-donalexis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Insight Family Financial
- **Based in:** Sarasota, Florida
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $2.8M across 23 accounts
- **Specialties:** Small business owners, Retirement planning
- **Works with:** Founders, Executives, High earners
- **CRD:** 6475082 (https://adviserinfo.sec.gov/individual/summary/6475082)
- **SEC registration:** Investment adviser representative in AL, FL, TX
- **Exams passed:** Series 63 (2015), Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.insightfamilyfinancial.com

## Frequently asked questions

### Is Ricardo Donalexis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ricardo holds no broker registration, and Insight Family Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ricardo charge for financial advice?

Ricardo charges a one-time planning fee and an ongoing planning fee.

### Where is Ricardo Donalexis based?

Ricardo Donalexis is based in Sarasota, Florida.

### What does Ricardo specialize in?

Ricardo's specialties include small business owners and retirement planning. Ricardo works with founders, executives and high earners.

### Is Ricardo Donalexis registered with the SEC?

Yes. Ricardo Donalexis is registered as an investment adviser representative in AL, FL and TX (CRD 6475082), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Insight Family Financial manage?

Insight Family Financial reports $2.8M across 23 accounts in assets under management.

### How do I contact Ricardo Donalexis?

Through Ricardo's website, www.insightfamilyfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6475082): 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://insightfamilyfinancial.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.