Insight Investment Advisers LLC fees
Financial planner in Leawood, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 29, 2026, Insight Investment Advisers LLC (Leawood, KS) charges a flat or project fee of $250-$1,500 for financial planning.
- Website: investwithinsight.com (opens in new tab)
- Call (913) 800-0954
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 29, 2026. Fees can change.
- Flat or project fee
- $250-
$1,500 Below the Kansas median of $4,750; 10% of the 20 other planners in Kansas that publish a flat or project fee charge less. The one other planner in Leawood charges more.
“Quoted fixed fees will be based on the complexity and level of service provided on a case by case basis and generally range from $250 to $1,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
How Insight Investment Advisers LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have prepaid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “Fees charged for separate financial planning services are a) based on an hourly rate of $250 per hour for professional staff and $100 per hour for administrative staff, or b) quoted in advance and charged at a fixed amount.”
- “Both hourly fee rates and quoted fixed fees are negotiable depending on the circumstances of the engagement, location, etc.”
About Insight Investment Advisers LLC
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 145
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $71.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 29, 2026
- CRD number
- 286497 (opens in new tab)
- Phone
- (913) 800-0954
Registered in 6 states: Arizona, California, Kansas, Missouri, Utah, Wisconsin
Other planners in Leawood that publish fees
- Oread Wealth PartnersLeawoodQuarterly up to $10,000/qtr
- Wolf Bay Wealth PartnersLeawoodHourly $400/hr, Flat $2,500-$12,000
More planners in Kansas that publish fees
- Artisan Financial PlanningOverland ParkHourly $250/hr, Flat $2,500-$10,000
- Roadmap Wealth Management LLCOverland ParkHourly $250/hr
- Challenge Everything Financial LLCLenexaHourly $500-$750/hr, Flat up to $30,000
- S&A Financial Services, Inc.Overland ParkHourly $150/hr
- InvisorSenecaHourly $100-$300/hr, Monthly $195/mo
- Launch WealthHaysMonthly up to $800/mo
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.