Firm
InSight Financial Planners
Boulder, Colorado
Fee-only
InSight Financial Planners at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 115 individual clients, 27 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 441 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | investmentwithinsight.com |
| Phone | (703) 314-6538 |
InSight Financial Planners fees
InSight Financial Planners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $99 million |
| Individual clients | 88 |
| High-net-worth clients | 27 |
| Accounts managed | 441 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | April 6, 2026 |
| SEC record | CRD 311445 |