Insight Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$399,685,606
Clients
262
Advisors
5
of 7 employees
About
Insight Strategic Wealth provides investment management, financial planning and employee benefit retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, qualified retirement plans and small businesses. The firm works with clients to develop written investment policy statements and implements portfolios for individual and plan clients, and may engage third‑party managers for separate‑account or fixed‑income mandates.
The firm’s investment approach is rooted in Modern Portfolio Theory and emphasizes diversified, asset‑class allocations implemented primarily with passively managed mutual funds and ETFs (notably Dimensional Fund Advisors and Vanguard) and a buy‑and‑hold orientation. Financial planning uses tools such as Monte Carlo simulation and periodic reviews; most client accounts are managed on a discretionary basis with ongoing monitoring and periodic rebalancing.
Noteworthy aspects of the practice include contractual outsourcing to a third‑party (Focus Advisor Solutions) for back‑office services and for sub‑advisory fixed‑income management, and the firm’s use of DFA research and software to inform portfolio design and reporting. ISW participates in institutional custody and trading platforms (Schwab and Fidelity), generally leaves proxy voting to clients, and typically manages accounts individually rather than aggregating mutual‑fund trades, with aggregation occurring only where third‑party managers implement fixed‑income trades.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.90% total fee (0.70% ISW fee + 0.20% FAS fee) for Employee Benefit Retirement Plan Services $1,000,001 - $5,000,000: 0.60% total fee (0.45% ISW fee + 0.15% FAS fee) for Employee Benefit Retirement Plan Services $5,000,001 - $10,000,000: 0.33% total fee (0.25% ISW fee + 0.08% FAS fee) for Employee Benefit Retirement Plan Services $10,000,001+: 0.20% total fee (0.15% ISW fee + 0.05% FAS fee) for Employee Benefit Retirement Plan Services
$275 per hour for financial planning services
Minimum fee: $4,000 minimum annual fee for investment management clients Fee-only: Investment management fees based on percentage of AUM, negotiable, generally up to 1.25%
Main office
10107 Sherrill Blvd
Knoxville TN 37932
Advisors at this office
5
Most active in
Florida · Georgia · North Carolina · Tennessee · Texas
Also doing business as
Conry Taylor & Morrow, Cpa's Pc · Conry Taylor And Morrow Cpas Pc · Ctm Financial, LLC · Insight Strategic Wealth LLC
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.
Quick links
Advisors at this firm
Patricia T
PFS™, Series 65
Knoxville, TN
Insight Strategic Wealth LLC
Patricia Taylor is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN, holding the PFS™ and Series 65 credentials and bringing 15 years of industry experience. She has been with Insight Strategic Wealth since 2010 and previously worked at Conry Taylor & Morrow CPAs PC for 36 years. Insight Strategic Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, asset-class allocations primarily using passively managed mutual funds and ETFs, with portfolios managed mostly on a discretionary, buy-and-hold basis.
Jaime C
CFP®, Series 65
Knoxville, TN
Insight Strategic Wealth LLC
Jaime Conry is a CFP® and Series 65-licensed advisor with 11 years of industry experience. He has been with Insight Strategic Wealth LLC since 2014, serving in his current role for the past seven years. Insight Strategic Wealth provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified, asset-class allocations primarily through passive mutual funds and ETFs with a buy-and-hold strategy.
Stephen H
PFS™
Knoxville, TN
Insight Strategic Wealth LLC
Stephen High is a financial advisor with Insight Strategic Wealth LLC in Knoxville, TN. He holds the PFS™ designation and has 22 years of industry experience, including 24 years at Kraft Asset Management, LLC prior to joining Insight Strategic Wealth in 2025. Insight Strategic Wealth provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, qualified retirement plans, and small businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing diversified asset-class allocations primarily through passively managed mutual funds and ETFs, with a buy-and-hold strategy.
Deana H
Series 63, Series 66
Knoxville, TN
Insight Strategic Wealth LLC
Deana Hyde is a financial advisor at Insight Strategic Wealth LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Kraft Asset Management, JPMorgan Chase Bank, and Wells Fargo Private Bank. Insight Strategic Wealth provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, qualified retirement plans, and small businesses. The firm uses a Modern Portfolio Theory approach with diversified asset-class allocations primarily implemented through passively managed mutual funds and ETFs, focusing on a buy-and-hold strategy.
Mahogany J
Series 65
Knoxville, TN
Insight Strategic Wealth LLC
Mahogany Jenkins is a financial advisor at Insight Strategic Wealth LLC with one year of industry experience. She holds a Series 65 designation. Prior to joining Insight Strategic Wealth, she worked at Brock Shipe Klenk PLC for five years and Gentry Tipton & McLemore, PC for seven years. Insight Strategic Wealth provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, qualified retirement plans, and small businesses. The firm employs a Modern Portfolio Theory approach with diversified, asset-class allocations primarily using passively managed mutual funds and ETFs, and incorporates financial planning tools such as Monte Carlo simulation.
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