Insight Financial Advisors fees and pricing
Financial planner in Santa Ana, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Insight Financial Advisors charges $600 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $600/hr
“The standard hourly rate is $600 per hour.”
- Flat or project fee
- $500-$10,000
“Fixed fees may range from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Insight Financial Advisors’ fees compare
- Its hourly rate of $600 is above the California median of $300. 95% of the 932 other California planners that publish an hourly rate charge less.
- 5 of the 5 other planners in Santa Ana that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the California median of $5,000. 53% of the 796 other California planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Santa Ana that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Insight Financial Advisors
“Delgado, DBA Insight Financial Advisors (hereinafter “IFA” or the “Firm”) offers personalized financial planning services to individuals, business owners, trusts, estates, charitable organizations, thrifts, and pension and profit sharing plans.”
- Principal: Wanda L. Delgado
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, ChFC®, and CFA.
- Founded: 1984 (42 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 113822
- Phone
- (714) 541-1400
Can advise clients in 2 states: California, Florida
Other planners in Santa Ana that publish fees
- Aequitas Financial, LLCSanta Ana$300/hr, $50,000
- Financial Strategies for Today and Tomorrow--Wealth MGMT GroupSanta Ana$450/hr, $10,000
- JMB Financial Managers, Inc.Santa Ana$250-$500/hr, $1,000-$10,000
- Linda A. Barlow, CFPSanta Ana$100-$250/hr, $1,000-$2,500
- Prosperity Road, LLCSanta Ana$350-$450/hr
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.