Insight Folios fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For more limited scope engagements or ongoing consultations, INS charges an hourly fee of $250, with a typical engagement requiring between 8 and 20 hours.”

Flat or project fee

$2,500⁠-⁠$5,000

“For standard financial plans, INS typically charges a fixed fee ranging from $2,500 to $5,000.”

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

How Insight Folios bills

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

• “Clients may terminate the agreement without penalty for a full refund of INS's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of INS's fees within five business days of signing the Financial Planning Agreement.”
• “If the agreement is terminated, a refund will be made for services that have not been performed.”

How Insight Folios’ fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 4 of the 34 other planners in Charlotte that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 spans the North Carolina median of $4,800. 44% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 11 of the 34 other planners in Charlotte that publish a flat or project fee charge less.

About Insight Folios

• Firm size: 15 employees.
• Founded: 2014 (12 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

2.59% a year

Clients

1,228

Employees

15

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$331,267,908

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

174411

Website

dursocapital.com (opens in new tab)

Phone

(704) 529-9500

Can advise clients in 29 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Louisiana, Massachusetts, Maryland, Maine, Michigan, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin

Other planners in Charlotte that publish fees

• Altruist Wealth ManagementCharlotte$1,000⁠-⁠$12,000, $750⁠-⁠$3,000/qtr
• Auctus Advisors LLCCharlotte$5,000⁠-⁠$100,000
• Aureus CapitalCharlotte$150/hr, $1,000⁠-⁠$10,000
• Buoyant FinancialCharlotte$2,000
• Calamita Wealth ManagementCharlotte$5,000⁠-⁠$15,000
• Cannon AdvisorsCharlotte$1,500⁠-⁠$5,000

Compare all 93 planners in Charlotte