InSight, Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$98,960,012
Clients
115
Advisors
3
of 3 employees
About
InSight, Corp. provides financial planning and discretionary asset management primarily for individual and high‑net‑worth clients, and also serves retirement plan sponsors and trusts. The firm offers stand‑alone financial planning engagements and ongoing portfolio management using in‑house model portfolios, with discretionary authority requested for new client relationships.
The firm’s investment approach emphasizes fundamental analysis and longer‑term, buy‑and‑hold allocations built from four sector‑driven model portfolios (market‑based, growth, equity‑income, and fixed‑income), with allocation adjustments made to match clients’ risk profiles and time horizons. Portfolios are monitored on a regular cadence (core portfolios reviewed at least bi‑weekly; customized portfolios at least monthly), customization is available once clients meet stated asset thresholds, and the firm may use options to manage concentrated positions.
Distinctive features for this firm include the use of fee structures beyond typical percentage‑of‑AUM billing (the firm discloses a subscription fee model), publication of firm periodicals/monthly metrics reports, and the firm’s promotion of third‑party ratings. In addition, InSight discloses that separately managed accounts can include borrowing and derivative strategies, and its compliance and operations leadership brings professional experience from a non‑financial (clinical/operations) background.
Client services
Expertise
Fee options
Financial planning fees up to $3,000 for individuals, fees specified in advisory agreement.
$0 - $250,000: 1.25% $250,000 - $500,000: 1.1% $500,000 - $1,000,000: 1.0% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.75% $3,000,000+: 0.60%
Up to $400 per hour if planning engagement is terminated prior to completion.
Account minimum: $250,000 per client relationship (negotiable at firm's discretion)
Main office
4450 Arapahoe Ave, Office 110
Boulder CO 80303
Advisors at this office
3
Most active in
Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Kevin T
Series 66
Boulder, CO
InSight, Corp.
Kevin Taylor is a financial advisor at InSight, Corp. in Boulder, CO, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Waddell & Reed, Inc. InSight, Corp. provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, as well as retirement plan sponsors and trusts. The firm employs a fundamental analysis approach with sector-driven model portfolios and offers portfolio customization and regular monitoring tailored to clients’ risk profiles and time horizons.
Peter L
CFP®, Series 63, Series 66
Boulder, CO
InSight, Corp.
Peter Locke is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at InSight, Corp. since 2020. His prior experience includes roles at TD Ameritrade Investment Management, LLC and Scottrade. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth clients, retirement plan sponsors, and trusts, generally requiring a $250,000 minimum relationship. The firm employs an investment approach based on fundamental analysis and internally constructed model portfolios, offering both standardized and fully customized portfolio management with discretionary oversight.
Katelyn P
Series 65
Boulder, CO
InSight, Corp.
Katelyn Palone is a financial advisor at InSight, Corp. in Boulder, CO, holding a Series 65 designation with approximately two years of experience in the industry. Her prior work includes roles at Net Energy, Aledade, and Legacy Health, among others. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth individuals, retirement plan sponsors, and trusts, typically serving clients with a minimum of $250,000 in assets. The firm employs a fundamental analysis-based investment approach using four internally constructed model portfolios, with management generally conducted on a discretionary, buy-and-hold basis tailored to client risk profiles.
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