Insight Strategic Wealth

Insight Strategic Wealth at a glance

• One of 180 fee-only firms based in Tennessee in the Wellspent graph.
• 5 advisors are listed here; 2 of 5 hold the PFS.
• Its Form ADV reports 7 employees and 262 individual clients, 137 of them high net worth.
• Its average account is about $555,000 (assets it manages divided by its 722 accounts).

Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee

Facts

Insight Strategic Wealth fees

Insight Strategic Wealth 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

Advisors at this firm (5)

• Deana Hyde

• Jaime Conry

  CFP

• Mahogany Jenkins

• Patricia Taylor

  PFS

• Stephen High

  PFS