Financial Insights Wealth Management's Form ADV discloses 1.00% on the first $1 million, 0.75% on the next $4 million, 0.50% on the next $5 million, 0.25% on the next $5 million, and 0.15% on assets above $15 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #108797), Financial Insights Wealth Management is subject to fiduciary duty under federal law.
Financial Insights Wealth Management is headquartered in TACOMA, WA.
Financial Insights Wealth Management serves 235 high-net-worth clients according to their SEC filing dated June 2, 2026. View client details ↓
According to their SEC Form ADV, Financial Insights Wealth Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
Financial Insights Wealth Management manages $747 million in client assets according to their SEC filing dated June 2, 2026.
According to their SEC Form ADV, Financial Insights Wealth Management serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓