Firm
Insight Wealth Partners
Plano, Texas
Fee-only
Insight Wealth Partners at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 15 advisors are listed here; 9 of 15 hold the CFP.
- Its Form ADV reports 16 employees and 959 individual clients, 320 of them high net worth.
- Its average account is about $350,000 (assets it manages divided by its 3,209 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Plano, Texas |
|---|---|
| Website | insightwp.com |
| [email protected] | |
| Phone | (972) 543-4800 |
Insight Wealth Partners fees
Insight Wealth Partners 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 · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 639 |
| High-net-worth clients | 320 |
| Accounts managed | 3,209 |
| Employees | 16 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-71491) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 153635 |