Insight Financial Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Insight Financial Group works with individual clients (including high‑net‑worth families) and small‑business owners to provide comprehensive financial planning, portfolio management, and business consulting. Its service packages are branded as the LifePath Design Process™, the Insight LifePath™, and the Virtual CFO Solution™, and include written analyses, estate plan facilitation, tax planning coordination, and implementation support.
The firm’s investment approach emphasizes asset allocation and behavior coaching, documented in an Investment Policy Statement and implemented via five model portfolios developed from academic research. Portfolios are primarily constructed with exchange‑traded funds (ETFs), managed on discretionary or non‑discretionary bases, and monitored through periodic progress meetings (a minimum of three per year) with ongoing rebalancing and event‑driven reviews.
Noteworthy distinctions include a fixed‑price fee model billed quarterly in advance instead of a traditional percentage‑of‑AUM fee, a client satisfaction guarantee with prorated refunds, and explicit disclosure that any insurance commissions are applied against client fees (commissions represent under 1% of firm revenue). The firm also offers a dedicated Virtual CFO service to connect personal and business planning and uses a team of outside professionals for implementation and specialized areas of advice.
Client services
Expertise
Occupation focus
Fee options
Fixed fees charged for services, including one-time LifePath Design Process™ fee and ongoing service fees
Commissions may be earned on insurance product implementations through Philip Statz, which offset ongoing fees
Account minimum: The Insight LifePath™: $100,000 income and/or $100,000 managed assets; The Virtual CFO Solution™: $250,000 in gross business revenues; The LifePath Design Process™: none Minimum fee: The LifePath Design Process™ one-time fee up to $2,150 annually; The Insight LifePath™ quarterly minimum $500, annual maximum $100,000; The Virtual CFO Solution™ quarterly minimum $500, annual maximum $100,000 Fee-only: Fixed price fees for all services, detailed in client agreement with yearly adjustments based on complexity and services
Main office
3800 North Wilke Road, Suite 300
Arlington Heights IL 60004
Advisors at this office
1
Most active in
Illinois
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.
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