Insight Tax & Finance LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Insight Tax & Finance LLC is a registered investment adviser that provides discretionary portfolio management, financial planning, and financial consulting to individuals, high‑net‑worth clients, small business owners, and other business entities; the firm reported no client assets on its initial filing. It primarily advises on mutual funds and exchange‑traded funds and also provides tax‑related support such as IRA rollovers, Roth conversions, and required minimum distribution calculations.
The firm constructs portfolios using model portfolios alongside a mix of strategic and tactical asset‑allocation approaches, and it cites fundamental analysis and modern portfolio theory as part of its methodology. Tax efficiency is an explicit factor in portfolio decisions, and the firm typically manages accounts on a discretionary basis while generally limiting client restrictions on specific model holdings.
What distinguishes Insight from many peers is its combination of investment advisory services with in‑house tax, accounting, and payroll services, allowing the firm to integrate tax and accounting considerations directly into investment recommendations—a configuration that is uncommon among investment managers. The firm also routinely requires clients to direct custody and execution to a single recommended custodian, which may limit brokerage choice and execution flexibility compared with advisers that do not mandate directed brokerage.
Client services
Expertise
Occupation focus
Fee options
Flat fee of $300 per quarter for accounts with assets under $120,000.
$0 - $120,000: Flat fee of $300 per quarter ($1,200 annually) $120,001+: 1% of Assets Under Management annually
$300 per hour for financial planning/consulting services.
Account minimum: $500,000 Minimum fee: Flat fee of $300 per quarter ($1,200 annually) for accounts with assets under $120,000. Fee-only: Portfolio management fees and financial planning hourly fees; no commissions.
Main office
88 Villa Road
Greenville SC 29615
Advisors at this office
2
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Aaron N
Series 65
Greenville, SC
Insight Tax & Finance LLC
Aaron Naley is a financial advisor at Insight Tax & Finance LLC with a Series 65 credential. He has seven years of experience in financial services, including prior work at Stage 1 Financial from 2017 to 2024. Insight Tax & Finance LLC provides discretionary portfolio management, financial planning, and consulting primarily to individuals, high-net-worth clients, and small business owners. The firm integrates investment advisory services with in-house tax, accounting, and payroll functions, emphasizing tax efficiency and using a combination of strategic and tactical asset allocation in its portfolio construction.
Joshua P
CFP®
Greenville, SC
Insight Tax & Finance LLC
Joshua Peek is a CFP® professional with experience in tax and financial services spanning several years, currently serving at Insight Tax & Finance LLC since 2024. His prior roles include positions at Peek Armor Tax Inc and Vanguard Accounting Inc. Insight Tax & Finance LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, small business owners, and other business entities. The firm integrates investment advisory with in-house tax, accounting, and payroll services, using model portfolios and a mix of strategic and tactical asset allocation with an emphasis on tax efficiency.
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