Firm
Financial Insights
Tacoma, Washington
Fee-only
Financial Insights at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 9 advisors are listed here; 6 of 9 hold the CFP.
- Its Form ADV reports 16 employees and 768 individual clients, 235 of them high net worth.
- Its average account is about $972,000 (assets it manages divided by its 768 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Tacoma, Washington |
|---|---|
| Website | financialinsights.com |
| Phone | (666) 620-3984 |
Financial Insights fees
Financial Insights doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $747 million |
| Individual clients | 533 |
| High-net-worth clients | 235 |
| Accounts managed | 768 |
| Employees | 16 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-21624) |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 108797 |