Insight Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Insight Wealth Management LLC is a single‑member, state‑registered investment adviser that provides financial planning and investment advisory services primarily to individual investors and small businesses. The firm offers comprehensive financial planning as a stand‑alone service or alongside investment management and gathers client information through interviews, questionnaires, and documentation.
The brochure describes a multi‑disciplinary investment approach that uses fundamental, technical, quantitative, and macroeconomic analysis, and lists strategies such as long‑term buy‑and‑hold, strategic asset allocation, tactical adjustments, and use of ETFs and individual securities. The firm’s materials also contain inconsistent statements about trade authority—while one section discusses discretionary portfolio management, another states that client approval is required for all trades.
Compared with many peers, the firm discloses a range of fee arrangements beyond the typical asset‑based model, including hourly and fixed/retainer options for financial planning, which is less common in this segment. The filing is an initial brochure for a newly formed, sole‑owner adviser that does not charge performance‑based fees and reports no other industry affiliations or referral arrangements.
Client services
Expertise
Fee options
1.00% annually
$300 to $500 per hour
Main office
7860 Peters Rd F 109
Plantation FL 33324
Advisors at this office
1
Most active in
Florida
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
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)