Firm
Insight Personal Finance
San Francisco, California
Fee-only
Insight Personal Finance at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients, 2 of them high net worth.
- Its average account is about $256,000 (assets it manages divided by its 23 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the California median of $6,000.
- Its hourly rate of $420 is above the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | insightpersonalfinance.com |
| [email protected] | |
| Phone | (753) 549-4376 |
Insight Personal Finance fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| One-time plan | From $6,900 |
| Hourly | $420 an hour |
| How it charges | Flat fee · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$2,500/quarter" source
"$6,900 flat fee" source
"$420/hour" source
"$420/hour" source
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 | $6 million |
| Individual clients | 8 |
| High-net-worth clients | 2 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 288585 |