Neal Gudiseva is a CFP-designated registered investment advisor at Insight Financial Services, based in Overland Park, KS, with 5 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 444 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.5% applies to flat and blended schedules. Fees are negotiable and can be structured as flat, blended, or fixed dollar amounts.
Fee Estimator
Location
7101 College Blvd., Suite 740, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Insight Financial Services
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Rademacher Financial, INC.
Raymond James Financial Services, INC.Broker
TD Ameritrade, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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