Insight Investment Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Insight Investment Advisers LLC provides discretionary investment management, project-based financial planning, and specialized 1031 exchange/Delaware Statutory Trust (DST) consulting to individuals, families, businesses, foundations, and retirement plans. The firm manages client portfolios (approximately $79.2 million reported as of 6/30/2026) and offers both comprehensive asset management (including ongoing planning) and standalone planning engagements.
The firm follows an evidence‑based, momentum and trend‑focused investment approach that uses supply-and-demand measurements to identify outperforming asset classes and implements strategies primarily with stocks, ETFs, and mutual funds, with alternative vehicles used for certain portfolios. Insight typically determines allocation and strategy while delegating trade execution to a sub‑advisor (Blueprint Investment Partners), uses a client risk questionnaire to tailor equity/fixed‑income mixes, and provides ongoing monitoring with at least quarterly reporting and periodic strategy reviews.
Distinctive features noted in the brochure include the firm’s disclosure that it compensates outside parties for client referrals (a referral/endorsement‑style arrangement that the firm treats as a potential conflict and requires disclosure) and its consulting relationships with DST sponsors. The firm also reports custody-like arrangements arising from standing letters of authorization (SLOAs) — over $11 million across 97 accounts as of 6/30/2026 — while retaining responsibility for selecting strategies and allocations.
Client services
Expertise
Occupation focus
Fee options
Quoted fixed fees for financial planning generally range from $250 to $1,500; 1031 Exchange/DST consulting initial fee up to $1,500.
$0 - $99,999: 1.25% $100,000 - $499,999: 1.15% $500,000 - $999,999: 1.05% $1,000,000+: 0.95%
Certain insurance products sold separately by associated persons generate standard commissions; transaction implementation fees for DST transactions.
$250 per hour for professional staff; $100 per hour for administrative staff
Account minimum: $100,000 Fee-only: Hourly fee of $250 per hour for professional staff; $100 per hour for administrative staff; Fixed fees quoted in advance generally ranging from $250 to $1,500; Flat one-time initial consulting fee for 1031 Exchange/DST not to exceed $1,500; Additional one-time implementation fee not to exceed 5% of assets for 1031 Exchange plans.
Main office
See office5251 W 116th Place, Suite 200
Leawood KS 66211
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Kansas · Missouri · Texas · Utah · 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:
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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
Arthur S
Series 63, Series 65
Lehi, UT
Insight Investment Advisers LLC
Arthur Smithee Jr. is a financial advisor at Insight Investment Advisers LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Zellim, Inc., Diamond Wealth Management, LLC, and Joshua Management Group, LLC. Outside of advising, he manages medical device companies and consults on business and estate planning through his own firms. Insight Investment Advisers LLC provides discretionary investment management, project-based financial planning, and specialized 1031 exchange and Delaware Statutory Trust consulting for individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach and delegates trade execution to a sub-advisor, with ongoing monitoring and periodic strategy reviews.
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 credential and previously worked at Karl Storz and Olympus. Insight Investment Advisers LLC provides discretionary investment management, project-based financial planning, and specialized 1031 exchange/Delaware Statutory Trust consulting for individuals, families, businesses, foundations, and retirement plans. The firm employs an evidence-based, momentum and trend-focused investment approach, primarily using stocks, ETFs, and mutual funds, with ongoing monitoring and tailored portfolio allocations.
Brandon B
Series 65
Leawood, KS
Insight Investment Advisers LLC
Brandon Bruckman is a financial advisor at Insight Investment Advisers LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Insight since 2018, while also maintaining a role at West Chapman & Co since 2011. Outside of advising, he is the sole owner of Blackbird Real Estate, LLC, established for personal tax and accounting purposes. Insight Investment Advisers LLC provides discretionary investment management, financial planning, and specialized 1031 exchange and Delaware Statutory Trust consulting for individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach, primarily employing stocks, ETFs, and mutual funds, with alternatives for certain portfolios, and partners with a sub-advisor for trade execution.
Joshua W
Series 65, Series 66
Leawood, KS
Insight Investment Advisers LLC
Joshua Wright is a financial advisor with Insight Investment Advisers LLC in Leawood, KS, holding Series 65 and Series 66 licenses and having 23 years of industry experience. He previously worked at World Class Financial, Inc. for 10 years and has served as a licensed independent insurance agent throughout his career. Outside of finance, he provides consulting services for accounting, marketing, and business management to a chiropractic practice. Insight Investment Advisers LLC offers discretionary investment management, financial planning, and 1031 exchange consulting to individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused approach across stocks, ETFs, mutual funds, and alternative vehicles, tailoring portfolios to client risk profiles and providing ongoing monitoring and reporting.
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