Operating since 2010, Insight Wealth Partners is owned equally by five partners. Its traditional portfolios combine strategic and tactical asset allocation using individual securities, funds, and ETFs; a separate synthetic-equity strategy pairs fixed income with options. Financial planning is billed separately. Advisers may receive commissions on insurance or annuity sales, but those assets are excluded from the firm’s advisory-fee calculation and can still count toward the fee breakpoints applied to managed assets.
Overview
- Headquarters
- Plano, TX
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
Fee Disclosure
Source: ADV PART 2A FIRM BROCHURE (2026-03-31) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.50% |
| $250,001 | $750,000 | 1.25% |
| $750,001 | $1,500,000 | 1.00% |
| $1,500,001 | $3,000,000 | 0.85% |
| $3,000,001 | $6,000,000 | 0.65% |
| $6,000,001 | and above | 0.50% |
Stated Minimum Annual Fee: $1,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $43,250 | 0.86% |
| $10 million | $69,750 | 0.70% |
| $50 million | $269,750 | 0.54% |
| $100 million | $519,750 | 0.52% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 72.43%
- Number of High-Net-Worth Clients
- 320
- Total Client Accounts
- 3,209
- Discretionary Accounts
- 3,205
- Non-Discretionary Accounts
- 4
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 153635
- ADV PART 2A FIRM BROCHURE (2026-03-31) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗