Insight Advisors NW, LLC fees and pricing
Financial planner in Beaverton, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 12, 2026, Insight Advisors NW, LLC charges $195 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $195/hr
“Fees for financial planning services are based on a rate of $195 per hour, due at time of service. 5b:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Insight Advisors NW, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Notwithstanding the above, fees are generally negotiable.”
- “Insight Advisors NW fees are paid quarterly in advance, with payment due within 10 days from the date of the invoice.”
- “Fees for partial quarters at the commencement or termination of our agreement will be billed or refunded on a pro-rated basis contingent on the number of days the account was open during the quarter.”
How Insight Advisors NW, LLC’s fees compare
- Its hourly rate of $195 is below the Oregon median of $250. 12% of the 123 other Oregon planners that publish an hourly rate charge less.
- 2 of the 7 other planners in Beaverton that publish an hourly rate charge less.
About Insight Advisors NW, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2012 (14 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.65% a year
- Clients
- 70
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $38,671,836
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165731
- Phone
- (503) 314-7760
Other planners in Beaverton that publish fees
- Aim AdvisorsBeaverton$250/hr, $500-$1,000
- Capitol Family Office, Inc.Beaverton$250-$30,000
- Innovator Wealth Advisor, LLCBeaverton$190/hr, $3,000-$5,000
- Main Avenue Financial Services, LLCBeaverton$250/hr
- Real Agency Wealth LLCBeaverton$325/hr, $7,200
- Roi FinancialBeaverton$250/hr, $600-$4,800
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.