Insight Investment Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Insight Investment Advisers provides discretionary portfolio management, project‑based financial planning, and specialized 1031 exchange/DST consulting to individuals, families, businesses, foundations and pension/profit‑sharing plans. The firm delivers ongoing monitoring and quarterly performance reporting under comprehensive or basic asset‑management engagements.
Insight follows an evidence‑based, momentum and trend‑focused investment approach that uses supply-and-demand metrics to identify outperforming asset classes and implements diversified portfolios with stocks, ETFs, mutual funds and, where appropriate, alternative investments. Day‑to‑day trading and implementation are delegated to a sub‑advisor, Blueprint Investment Partners, while Insight retains responsibility for strategy selection, allocation decisions, monthly stance reviews and at‑least‑quarterly rebalances.
Notable distinctions include the firm’s active role in DST/1031 exchange consulting (both for clients and, separately, as a service to DST sponsors), regular use of alternative private‑market vehicles (interval funds, non‑traded REITs and Reg D placements) that require accredited/qualified investor status, and reported custody of $11,024,049 across 97 accounts due to standing letters of authorization. The firm also uses third‑party endorsements in its advertising, a practice that is uncommon among similar supported firms.
Client services
Expertise
Occupation focus
Fee options
Fixed fees generally ranging from $250 to $1,500 for financial planning; flat one-time initial consulting fee up to $1,500 for 1031 Exchange/DST services; additional fee up to 5% of equity of completed 1031 Exchange plan.
$0 - $99,999: 1.25% $100,000 - $499,999: 1.15% $500,000 - $999,999: 1.05% $1,000,000+: 0.95% $0 - $99,999: 0.75% $100,000 - $499,999: 0.65% $500,000+: 0.55%
$250 per hour for professional staff; $100 per hour for administrative staff
Account minimum: $100,000 Fee-only: Hourly rate of $250 per hour for professional staff; $100 per hour for administrative staff; fixed fees generally ranging from $250 to $1,500; flat one-time initial consulting fee up to $1,500 for 1031 Exchange/DST consulting; additional flat fee up to 5% of equity of completed 1031 Exchange plan.
Main office
5251 W 116th Place, Suite 200
Leawood KS 66211
Advisors at this office
3
Most active in
Arizona · California · Kansas · Missouri · Texas · Wisconsin
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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
Julia F
Series 65
Leawood, KS
Insight Investment Advisers LLC
Julia Fritzlen is a financial advisor at Insight Investment Advisers LLC with three years of industry experience. She holds a Series 65 designation and has worked at Insight since 2023. Prior to joining Insight, she spent nine years at Karl Storz and three years at Olympus. Insight Investment Advisers provides discretionary portfolio management, project-based financial planning, and specialized 1031 exchange/DST consulting to a range of clients including individuals, families, businesses, foundations, and pension or profit-sharing plans. The firm uses an evidence-based, momentum and trend-focused investment approach and delegates day-to-day trading to a sub-advisor while maintaining responsibility for strategy and allocation decisions.
Brandon B
Series 65
Leawood, KS
Insight Investment Advisers LLC
Brandon Bruckman is a financial advisor with Insight Investment Advisers LLC in Leawood, KS, holding a Series 65 designation and eight years of industry experience. He has worked at Insight Investment Advisers since 2018 and has also been affiliated with West Chapman & Co since 2011. Outside of advising, he is the sole owner of Blackbird Real Estate, LLC, a legal entity established for personal tax and accounting purposes. Insight Investment Advisers provides discretionary portfolio management, financial planning, and specialized 1031 exchange and DST consulting to a range of clients including individuals, families, businesses, and pension plans. The firm utilizes an evidence-based, momentum and trend-focused investment strategy, delegating daily trading to a sub-advisor while retaining responsibility for strategy and allocation decisions.
Joshua W
Series 65, Series 66
Leawood, KS
Insight Investment Advisers LLC
Joshua Wright is a financial advisor at Insight Investment Advisers LLC with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at World Class Financial, Inc. in addition to various insurance carriers. Outside of advising, he provides consulting services for a chiropractic practice. Insight Investment Advisers offers discretionary portfolio management, financial planning, and specialized 1031 exchange/DST consulting for individuals, families, businesses, foundations, and pension/profit-sharing plans. The firm employs an evidence-based, momentum-focused investment approach and uses alternative private-market vehicles alongside traditional investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")