Advisor at Insight Financial Strategists
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Firm
Insight Financial Strategists
Location
Newton, MA 02458
Credentials
Series 65
Industry experience
10 years
James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.
Based on Insight Financial Strategists
Based on Insight Financial Strategists
Fixed financial planning fees generally start at $5,500 and vary by complexity
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001 - $30,000,000: 0.40% >$30,000,000+: 0.30%
Hourly fees for financial planning and consulting services generally range from $300 to $600
Minimum fee: Minimum household charge of $12,000 per year generally applies, may be waived or reduced at discretion Fee-only: Financial planning hourly fees range from $300 to $600; fixed fees range from $5,500 (minimum) and up; consulting hourly fees range from $300 to $600; minimum hourly consulting fee generally $397
29 Crafts Street, Suite 420
Newton, MA 02458
Massachusetts
Insight Financial Strategists
2015 - Present (11 years)
Electron Processing Systems, L.L.C.
2008 - Present (18 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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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.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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