Ryan Ferguson
Insight Wealth Partners · Plano, Texas
Ryan Ferguson 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 5819064 |
| Exams passed | Series 66 (2010) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.insightwp.com |
| Profile |
How Ryan'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 Ryan
Is Ryan Ferguson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Insight Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Ferguson based?
Ryan Ferguson is based in Plano, Texas.
What credentials does Ryan Ferguson hold?
Ryan Ferguson holds the CFP credential.
Is Ryan Ferguson registered with the SEC?
Yes. Ryan Ferguson is registered as an investment adviser representative in TX (CRD 5819064), 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 Ryan Ferguson?
Through Ryan'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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