Financial Insights Wealth Management fees
Financial planner in Tacoma, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 2, 2026, Financial Insights Wealth Management (Tacoma, WA) charges $200-$500 an hour for financial planning.
- Website: financialinsights.com (opens in new tab)
- Call (253) 627-6010
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change.
- Hourly rate
- $200-
$500/hr Runs from below the Washington median of $300 to above it.
“In Person or Virtual Meeting Lead Adviser - $500/hour Associate Advisor - $300/hour Research & Analysis $200/hour General Administrative Services $150/hour There is a $500 minimum financial planning fee.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- 16 employees
- Registered since
- 1984 (42 years)
How Financial Insights Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The hourly rate may be negotiable depending on the nature and complexity of each client's circumstances and financial planning projects.”
- “Financial Insights requires one half of the financial planning fee payable upon execution of the agreement and balance due upon completion.”
- “In certain circumstances, all fees may be negotiable.”
About Financial Insights Wealth Management
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Divorce
- Business owners
- Equity compensation
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 768
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $747 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 2, 2026
- CRD number
- 108797 (opens in new tab)
- Phone
- (253) 627-6010
Registered or notice filed in 10 states: Arizona, California, Florida, Idaho, Louisiana, Montana, Nebraska, Oregon, Texas, Washington
Other planners in Tacoma that publish fees
- Equal Path InvestmentsTacomaHourly $400/hr, Flat $4,000-$8,000
- Julie A. Wurst, CFP, LLCTacomaHourly $190/hr
- Women's WealthTacomaFlat $6,000
More planners in Washington that publish fees
- The Planner's Edge LLCMercer IslandHourly $300/hr, Flat $1,500-$50,000
- Quantum Financial Planning Services, Inc.SpokaneHourly $350/hr
- Synergos AdvisorySeattleAnnual $3,000-$12,000/yr
- Adele Brady Bolson CPA PSBellevueHourly up to $325/hr
- Helmsman Financial Group, LLCWoodinvilleHourly $200/hr
- Northern Lights Advisors, Inc.SeattleAnnual from $10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.