Insight Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Hourly fee range: $300 to $500 per hour The applicable hourly rate is disclosed and agreed upon in writing prior to services being provided.”

Annual fee

$2,000⁠-⁠$5,000/yr

“Fixed or retainer fee range: $2,000 to $5,000 Whether a fixed or retainer fee is required depends on factors such as the scope and complexity of the engagement, the client’s financial situation, and the services requested.”

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

How Insight Wealth Management LLC bills

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

• “Fees are calculated based on the value of the account as of the last business day of the prior quarter and are billed quarterly in advance, unless otherwise agreed upon in writing.”
• “Advisory fees may be negotiable depending on factors such as the size of the account, the scope of services provided, and the overall relationship with the client.”
• “Deduction Method Advisory fees for investment management services are generally deducted directly from the client’s custodial account on a quarterly basis, in advance.”

How Insight Wealth Management LLC’s fees compare

• Its hourly rate of $300-$500 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Plantation that publish an hourly rate charge less.
• Its annual fee of $2,000-$5,000 spans the Florida median of $4,800. 41% of the 97 other Florida planners that publish an annual fee charge less.

About Insight Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

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

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339542

Phone

(954) 735-7375

Other planners in Plantation that publish fees

• Olea Advisory ServicesPlantation$500/hr, $15,000
• Sterling Wealth Advisors, Inc.Plantation$350/hr, $8,000
• Tobias Financial AdvisorsPlantation$100⁠-⁠$500/hr, $6,000
• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr

Compare all 8 planners in Plantation