PlannerFees

Insight Family Financial fees and pricing

Financial planner in Sarasota, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 5, 2026, Insight Family Financial charges $300 an hour, a quarterly fee of $500, and an annual fee of $3,500⁠-⁠$4,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Services are offered based on an hourly fee of $300 per hour.”
Quarterly fee
$500/qtr
“INDIVIDUAL FINANCIAL WELLNESS PLANNING Ongoing individual financial wellness planning services are billed at a rate of $500 per quarter.”
Annual fee
$3,500⁠-⁠$4,000/yr
“Service Tier Annual Fee Guided Wealth Builder $4,000 Core Tier* $10,000 Comprehensive Tier $15,000 *Tax Optimization Strategy can be added to the Core Tier for an additional charge of $3,500 annually.”

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

How Insight Family Financial bills

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

  • “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
  • “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
  • “The Guided Wealth Builder service fee is payable monthly in arrears via ACH or credit card.”

How Insight Family Financial’s fees compare

  • Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
  • 7 of the 14 other planners in Sarasota that publish an hourly rate charge less.
  • Its annual fee of $3,500-$4,000 is below the Florida median of $4,800. 44% of the 97 other Florida planners that publish an annual fee charge less.
  • 1 of the 7 other planners in Sarasota that publish an annual fee charge less.

About Insight Family Financial

“Insight offers wealth management services which is an ongoing financial planning services that may also include ongoing asset management services. It offers a streamlined, yet impactful approach to financial planning with guided investment oversight.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2021 (5 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Equity compensation

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
2% a year
Clients
23
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$2,787,435
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
317633
Website
insightfamilyfinancial.com (opens in new tab)
Phone
(727) 304-4559

Can advise clients in 3 states: Alabama, Florida, Texas

Other planners in Sarasota that publish fees

Compare all 42 planners in Sarasota

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.