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INSIGHT WEALTH PARTNERS
3333 Premier Drive
Suite 800
Plano, Texas 75023
Tel: 972-543-4800
About INSIGHT WEALTH PARTNERS
INSIGHT WEALTH PARTNERS, formally registered with the SEC as INSIGHT WEALTH PARTNERS. The firm was established in 06/04/2010. They have over 1 offices throughout the country.
INSIGHT WEALTH PARTNERS is a Plano, Texas based Financial Planning firm with nearly $688,116,833 assets under management, offering retirement planning & investment advisory services to 2732 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 153635 |
| SEC# | 801-71491 |
| Assets Managed by Firm | $688,116,833 |
| No. of Clients | 2732 |
| No. of Advisors | 13 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2732 | $688,116,833 |
| Individuals (other than high net worth individuals) | 543 | $156,774,101 |
| High net worth individuals | 282 | $530,013,291 |
| Charitable organizations | Fewer than 5 clients | $422,614 |
| Corporations or other businesses | Fewer than 5 clients | $906,827 |
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