PlannerFees

Insight Wealth Partners fees and pricing

Financial planner in Plano, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Insight Wealth Partners charges a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$2,500
“We generally charge a minimum first-year fee of $2,500 for financial planning services. 8.”

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

How Insight Wealth Partners bills

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

  • “We believe that our fees, which are negotiable in certain circumstances, are reasonable, and we always keep our fiduciary obligation to you top of mind in our fee-billing practices.”
  • “We charge our advisory fees quarterly in advance on all assets that are considered part of the advisor’s investment strategy, which may include cash, illiquid securities, and other alternative investments.”
  • “If you wish to terminate our services, we will refund the unearned portion of our advisory fee to you.”

How Insight Wealth Partners’ fees compare

  • Its flat or project fee of $2,500 is below the Texas median of $3,850. 26% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 1 of the 13 other planners in Plano that publish a flat or project fee charge less.

About Insight Wealth Partners

“Chad Lowe Ryan Ferguson Ownership Percentage 20% 20% 20% 20% 20% Advisory Services - Financial Advice Comprehensive Personal Financial Planning We provide a variety of financial planning and consultation services to individuals, families, and other clients regarding the management of their financial resources based…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 16 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Charitable giving

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
Clients
959
Employees
16
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed
$1,124,216,166
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
153635
Website
insightwp.com (opens in new tab)
Phone
(972) 543-4800

Can advise clients in 17 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Illinois, Louisiana, Massachusetts, North Carolina, New Hampshire, Oklahoma, Tennessee, Texas, Virginia, Washington, Wisconsin

Other planners in Plano that publish fees

Compare all 39 planners in Plano

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.