PlannerFees

Insight, Corp. fees and pricing

Financial planner in Boulder, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 6, 2026, Insight, Corp. charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“If the planning engagement is terminated prior to completion of the financial plan, fees will be due for hours worked at a rate not to exceed $400 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Insight, Corp. bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Planning fees are due upon delivery of the plan to the client.”
  • “Asset management fees are due in advance quarterly, and payable either by direct deduction (See Item 15 for more information regarding direct deduction) from client accounts or by billing to the client.”
  • “Fees are negotiable at the sole discretion of InSight.”

How Insight, Corp.’s fees compare

  • Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 11 of the 13 other planners in Boulder that publish an hourly rate charge less.

About Insight, Corp.

“InSight offers financial planning and discretionary asset management. For individual clients, we will offer a Financial Planning simulation which will include a review of the client’s taxes, insurance policies, investments, estate plan, risk analysis based on tolerance and timeline, and debt.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Founded: 2020 (6 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.25% a year
Clients
115
Employees
3
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
Assets managed
$98,960,012
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
311445
Website
instagram.com/insight_financial_planning (opens in new tab)
Phone
(703) 314-6538

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