Advisor at Insight Family Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Insight Family Financial
Location
Sarasota, FL 34243
Credentials
Series 63, Series 65
Industry experience
9 years
Ricardo Donalexis is a financial advisor at Insight Family Financial with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PlanMember Securities Corporation and Axa Advisors. Outside of finance, he is involved as a bartender at 7eventh Sun Brewing in Dunedin, Florida. Insight Family Financial is a small, independent firm serving individual clients and plan sponsors with asset management, financial planning, employer financial wellness programs, and ERISA plan services. The firm offers both discretionary and non-discretionary management using fundamental analysis, long-term holdings, low-cost ETFs, and tax-aware strategies.
Based on Insight Family Financial
Guided Wealth Builder: $4,000 annually; Core Tier: $10,000 annually; Comprehensive Tier: $15,000 annually; Tax Optimization Strategy add-on to Core Tier: $3,500 annually; Individual Financial Wellness Planning: $500 per quarter; Employer Financial Wellness Program: $500-$2,500 per month
$0 - $1,000,000: 1.00% $1,000,000.01 - $3,000,000: 0.75% $3,000,000.01+: 0.50%
$300 per hour for financial planning services
8051 N Tamiami Trail, Suite E6
Sarasota, FL 34243
Alabama · Florida · Texas
Insight Family Financial, LLC
2024 - Present (2 years)
7th Eventh Sun Brewing
2022 - Present (4 years)
Insight Family Financial, LLC
2022 - Present (4 years)
Insight Family Financial LLC
2021 - 2024 (3 years)
Livingroom on Main
2021 - 2022 (1 year)
PlanMember Securities Corporation
2017 - 2021 (4 years)
Ricardo DonAlexis Sole Proprietor
2017 - Present (9 years)
PlanMember Securities Corporation
2017 - 2021 (4 years)
Innovative Financial Solutions
2017 - 2021 (4 years)
Axa Advisors, Llc
2015 - 2017 (2 years)
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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.
Series 63, Series 65
Sarasota, FL
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AK Investing
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