Insight Advisors, LLC fees and pricing
Financial planner in Newtown, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Insight Advisors, LLC charges $250 an hour and a monthly fee of $575 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly fee is $250, flat fees range up to $5,000 and recurring fees are charged monthly in advance with a maximum of $575 per month.”
- Monthly fee
- $575/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Insight Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm’s fees are billed on a pro-rata annualized basis monthly in advance based on the value of your account on the last day of the previous month.”
- “The client will be invoiced directly for the fees.”
- “Our firm’s fees are billed on a pro-rata annualized basis monthly in advance based on the value of your account on the last day of the previous month.”
How Insight Advisors, LLC’s fees compare
- Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Newtown that publish an hourly rate charge less.
About Insight Advisors, LLC
“Additionally, as a part of our comprehensive offering we include providing financial planning/financial consulting to clients.”
- Firm size: 22 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 894
- Employees
- 22
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $785,650,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168057
- Phone
- (215) 550-6011
Can advise clients in 16 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Maryland, North Carolina, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia, West Virginia
Other planners in Newtown that publish fees
- Anthony Petsis & Associates Inc.Newtown$230/hr
- Ethos Capital Management, Inc.Newtown$350/hr, $1,650
- Innova Wealth Partners, LLCNewtown$500-$10,000, $1,000-$2,000/mo
- Jmac Enterprises LLCNewtown$2,500-$25,000/yr
- Kej Financial AdvisorsNewtown$325/hr, $2,000
- Main Street Financial Solutions, LLCNewtown$300-$15,000
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.