Insight Financial Strategists LLC
Newton, Massachusetts
Insight Financial Strategists LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 23 individual clients, 15 of them high net worth.
- Its average account is about $331,000 (assets it manages divided by its 84 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Newton, Massachusetts |
|---|---|
| [email protected] | |
| Phone | (781) 489-3994 |
Questions about Insight Financial Strategists LLC
How is Insight Financial Strategists LLC paid?
Insight Financial Strategists LLC's Form ADV says it is paid by: percentage of assets, hourly, subscription, fixed fees.
How many advisors does Insight Financial Strategists LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Insight Financial Strategists LLC, and 2 hold the CFP.
What is the average account at Insight Financial Strategists LLC?
Insight Financial Strategists LLC's average account is about $331,000. That's the assets on its Form ADV divided by its 84 accounts.
Insight Financial Strategists LLC fees
Insight Financial Strategists LLC 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 8 |
| High-net-worth clients | 15 |
| Accounts managed | 84 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 165125 |