Insight Financial Strategists fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly fee generally ranges from $300 to​ ​$600 depending on the services and the complexity of the task.”

Flat or project fee

$5,500

“The minimum​ ​fixed fee is generally $5,500, and the maximum fixed fee may vary in relation to the​ ​complexity of the client’s situation and needs.”

Annual fee

$12,000/yr

“A minimum household​ ​charge of $12,000 per year generally applies.”

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

How Insight Financial Strategists bills

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

• “Fees are prorated (based on​ ​the number of days service is provided during the initial billing period) for your account​ ​opened at any time other than the beginning of the billing period.”
• “When fees are billed in arrears, Insight Financial Strategists will prorate the​ ​final fee payment based on the number of days services are provided during the final​ ​period.”
• “The fees​ ​for this service are not negotiable and are due at the end of the engagement and paid​ ​either by check or ACH.”

How Insight Financial Strategists’ fees compare

• Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Newton that publish an hourly rate charge less.
• Its flat or project fee of $5,500 is above the Massachusetts median of $4,750. 59% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• Its annual fee of $12,000 is above the Massachusetts median of $8,250. 68% of the 62 other Massachusetts planners that publish an annual fee charge less.
• 2 of the 3 other planners in Newton that publish an annual fee charge less.

About Insight Financial Strategists

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

23

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$27,811,024

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

165125

Website

insightfinancialstrategists.com (opens in new tab)

Phone

(781) 489-3994

Can advise clients in 2 states: Delaware, Massachusetts

Other planners in Newton that publish fees

• Brock Hill Wealth ManagementNewton$500/hr
• Emma Research LLCNewton$200/hr
• Paragon Financial AdvisorsNewton$400/hr, $4,000⁠-⁠$30,000/yr
• Philip J. Sagan Financial Consulting, Inc.Newton$425/hr
• Renaissance Wealth Advisors, LLCNewton$1,500⁠-⁠$20,000/yr
• Takayoshi Wealth Management LLCNewton$5,000, $3,500/yr

Compare all 8 planners in Newton