Insight Strategic Wealth LLC fees and pricing

Financial planner in Knoxville, Tennessee. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 6, 2026, Insight Strategic Wealth LLC charges $275 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $275/hr; “Financial planning fees will be charged as an hourly fee of $275 per hour.”

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

“New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade or date assets transferred in).”
“Clients should verify the accuracy of the fee calculations in such invoices.”
“These services are billed to the client after services are rendered.”

Its hourly rate of $275 matches the Tennessee median of $275. 50% of the 111 other Tennessee planners that publish an hourly rate charge less.
4 of the 12 other planners in Knoxville that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $4,000 minimum fee (stated in brochure)
Clients: 262
Employees: 7
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $400,962,959
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 147290
Website: insightstrategicwealth.com (opens in new tab)
Phone: (866) 467-9756

Can advise clients in 5 states: Florida, Georgia, North Carolina, Tennessee, Texas

Is something on this page wrong or out of date?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.