Insight Wealth Strategies, LLC fees and pricing
Financial planner in San Ramon, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 2, 2026, Insight Wealth Strategies, LLC charges $500 an hour, a flat or project fee of $50,000, and an annual fee of $40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
- Flat or project fee
- $50,000
“Flat fees will not exceed $50,000.”
- Annual fee
- $40,000/yr
“Our flat fees will not exceed $40,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Insight Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In rare cases, our firm will agree to directly invoice.”
- “Further, it is important to note that our firm bills on cash unless indicated otherwise in writing.”
- “Our Retirement Plan Consulting services are billed on either a flat fee basis or a fee based on the percentage of Plan assets under management.”
How Insight Wealth Strategies, LLC’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 7 of the 7 other planners in San Ramon that publish an hourly rate charge less.
- Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in San Ramon that publish a flat or project fee charge less.
- Its annual fee of $40,000 is above the California median of $6,250. 96% of the 224 other California planners that publish an annual fee charge less.
About Insight Wealth Strategies, LLC
“Offered IWS offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, institutions and retirement plans (each referred to as a “Client”).”
- Firm size: 12 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- 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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 584
- Employees
- 12
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $1,223,782,539
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 293644
- Phone
- (925) 659-8020
Can advise clients in 12 states: Arizona, California, Colorado, Idaho, Louisiana, Nebraska, New Hampshire, Nevada, Oregon, Texas, Utah, Washington
Other planners in San Ramon that publish fees
- California Financial AdvisorsSan Ramon$150-$450/hr
- Carey Wealth ManagementSan Ramon$350/hr, $1,500-$10,000
- Certified Planners, Inc.San Ramon$300/hr
- Fairway Asset Management, Inc.San Ramon$275/hr, $2,500-$15,000
- Giving Tree Wealth AdvisorsSan Ramon$400/hr
- Inversewealth LLCSan Ramon$2,500-$15,000, $5,000-$20,000/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.