Ricardo Donalexis
Insight Family Financial · Sarasota, Florida
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.
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Specialties
Who they serve
- Founders
- Executives
- High earners
Facts
| Firm | Insight Family Financial |
|---|---|
| Based in | Sarasota, Florida |
| Fee model | One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $2.8M across 23 accounts |
| SEC registration | Investment adviser representative in AL, FL, TX · CRD 6475082 |
| Exams passed | Series 63 (2015) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.insightfamilyfinancial.com |
How Ricardo's firm compares
- Insight Family Financial's average account is about $121,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Ricardo
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.
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 Family Financial 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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