Seongsoo Lee
New Insight Wealth Advisors · San Ramon, California
Seongsoo Lee is a fee-only financial advisor at New Insight Wealth Advisors in San Ramon, California. Seongsoo focuses on equity compensation, retirement planning and tax planning. New Insight Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Retirees
- Pre-retirees
Facts
| Firm | New Insight Wealth Advisors |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $396.9M across 360 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4544862 |
| Exams passed | Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.newinsightwealth.com |
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Questions about Seongsoo
Is Seongsoo Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Seongsoo holds no broker registration, and New Insight Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Seongsoo charge for financial advice?
Seongsoo's firm, New Insight Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Seongsoo Lee based?
Seongsoo Lee is based in San Ramon, California.
What does Seongsoo specialize in?
Seongsoo's specialties include equity compensation, retirement planning, tax planning, estate & legacy planning and real estate investors. Seongsoo works with tech employees, retirees and pre-retirees.
Is Seongsoo Lee registered with the SEC?
Yes. Seongsoo Lee is registered as an investment adviser representative in CA and TX (CRD 4544862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does New Insight Wealth Advisors manage?
New Insight Wealth Advisors reports $396.9M across 360 accounts in assets under management.
How do I contact Seongsoo Lee?
Through Seongsoo's website, www.newinsightwealth.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
- New Insight Wealth Advisors 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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