Insight Investment Solutions fees and pricing
Financial planner in Eugene, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Insight Investment Solutions charges $145 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $145/hr
“Hourly based fee Hourly investment advice will be billed at $145.00 per hour payable upon completion of recommendation, plan, or advice.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Insight Investment Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The management fee is payable quarterly for services rendered.”
- “Termination by either party afterward would result in fees prorated and payable to the effective date of termination.”
- “The actual number of hours will be invoiced upon completion of work.”
How Insight Investment Solutions’ fees compare
- Its hourly rate of $145 is below the Oregon median of $250. 4% of the 123 other Oregon planners that publish an hourly rate charge less.
- None of the 5 other planners in Eugene that publish an hourly rate charge less.
About Insight Investment Solutions
“Insight offers fee-based investment advisory and financial planning services to individuals, high net worth clients, families, and Trusts in Oregon.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 45
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $35,189,992
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165889
- Phone
- (541) 255-6404
Other planners in Eugene that publish fees
- Guiding Financial, LLCEugene$200-$250/hr, $3,000-$6,000
- Integrity Wealth LLCEugene$1,500-$5,000
- Mallery FinancialEugene$150/hr
- Reign Wealth LogicEugene$500-$5,000
- Roehl & Yi Investment Advisors, LLCEugene$25,000
- Sittner & Nelson, LLCEugene$15,000-$30,000/yr
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.