Insight Financial Advisors (IFA) provides financial planning services to individuals, business owners, trusts, estates, charitable organizations, thrifts, and pension and profit sharing plans. IFA offers financial plans on a one-time or ongoing basis. IFA gathers financial information from the client and may prepare a written financial plan. The firm may also refer clients to an accountant or attorney for their services.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Insight Financial Advisors charges either an hourly rate or a fixed fee for financial planning services. The standard hourly rate is $600 per hour, but this is negotiable. Fixed fees range from $500 to $10,000, and may be offset by commissions earned from securities or insurance sales.
One-Time Plan:$500 - $10,000
Hourly Rate:$600/hr
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