Insight Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our rate for such services is $250 per hour and is negotiable depending on the scope and complexity of the plan, your financial situation, and your objectives.”

Flat or project fee

$2,500⁠-⁠$10,000

“Our fees for educational seminars range from $250 - $750 per attendee, or on a fixed fee basis ranging from $2,500 - $10,000 per seminar.”

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

How Insight Financial Services bills

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

• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “Additional deposits received into accounts subject to the flat or blended fee schedules during the quarter will be billed and payable in the month following the month in which the additional deposit was received.”
• “For the ease of recordkeeping, we do not charge a mid-quarter fee on or issue a mid-quarter fee refund for fee amounts of less than $25.”

How Insight Financial Services’ fees compare

• Its hourly rate of $250 matches the Kansas median of $250. 36% of the 59 other Kansas planners that publish an hourly rate charge less.
• 9 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Kansas median of $3,500. 70% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 13 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Insight Financial Services

• Firm size: 11 employees.
• Registered as an adviser: 2017 (9 years).

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

1.5% a year

Clients

444

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$213,822,204

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147518

Website

ifsadvisors.com (opens in new tab)

Phone

(913) 402-2020

Can advise clients in 14 states: Arizona, California, Colorado, Florida, Georgia, Iowa, Illinois, Kansas, Missouri, North Carolina, Nebraska, Ohio, Oklahoma, Texas

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Balanced Financial Planning, Inc.Overland Park$270/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr

Compare all 66 planners in Overland Park