Insight Tax & Finance LLC fees
Financial planner in Greenville, South Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 31, 2025, Insight Tax & Finance LLC (Greenville, SC) charges $300 an hour for financial planning.
- Website: insighttaxfinance.com (opens in new tab)
- Call (864) 432-6133
- 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 31, 2025. Fees can change.
- Hourly rate
- $300/hr
Above the South Carolina median of $266; 53% of the 47 other planners in South Carolina that publish an hourly rate charge less. 1 of the 2 other planners in Greenville charges less.
“We charge an hourly fee of $300 for financial planning/consulting services.”
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
- The brochure says there is no minimum
- Team size
- 2 employees
- Registered since
- 2026
How Insight Tax & Finance LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If a portfolio management agreement is otherwise terminated, outstanding billing/refunds are made on a pro-rata basis upon date of written request and delivered within 10 business days.”
- “The fee is payable upon completion of the agreed upon financial planning/consulting services.”
About Insight Tax & Finance LLC
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 2, 2026
- CRD number
- 339377 (opens in new tab)
- Phone
- (864) 432-6133
Other planners in Greenville that publish fees
- Continuum Wealth Management, LLCGreenvilleHourly $300/hr
- First There FinancialGreenvilleFlat from $2,500
- Intelligent InvestingGreenvilleHourly $250/hr, Flat $500-$5,000
- Matthews Wealth Management LLCGreenvilleHourly up to $250/hr, Flat up to $10,000
- Southeast Financial AdvisorsGreenvilleHourly up to $350/hr
- Wolff FinancialGreenvilleFlat $500-$5,000, Annual $2,000-$25,000/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Is something on this page wrong or out of date?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.