Travis Carter
Insight Wealth Partners · Plano, Texas
Travis Carter 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 2458376 |
| Exams passed | Series 63 (1994) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.insightwp.com |
How Travis'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 Travis
Is Travis Carter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis 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 Travis charge for financial advice?
Travis's firm, Insight Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Travis Carter based?
Travis Carter is based in Plano, Texas.
What credentials does Travis Carter hold?
Travis Carter holds the CFP credential.
Is Travis Carter registered with the SEC?
Yes. Travis Carter is registered as an investment adviser representative in TX (CRD 2458376), 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 Travis Carter?
Through Travis'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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