Advisor at Insight Investment Solutions
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 Investment Solutions
Location
Eugene, OR
Credentials
Series 65
Industry experience
13 years
Steven Curtis is the sole advisor at Insight Investment Solutions in Eugene, OR, holding a Series 65 license with 13 years of industry experience. He has been with Insight Investment Solutions since 2012 and also operates Insight Tax Solutions, a tax-related business, since 2009. Insight Investment Solutions is an independent registered investment adviser serving individuals, high-net-worth clients, families, and trusts with fee-based discretionary portfolio management, integrated financial planning, and hourly investment advising. The firm’s investment process incorporates fundamental, economic, and technical analysis, with asset allocation guided by documented suitability factors, and offers both diversified portfolios and individual stock options depending on account size.
Based on Insight Investment Solutions
$0 - $150,000: 1.00% $150,001 - $500,000: 0.85% $500,001 - $900,000: 0.75% $900,001 - $2,000,000: 0.65% $2,000,001+: 0.55%
$145/hour
Account minimum: $150,000 Fee-only: $145/hour for investment advice and financial planning
Eugene, OR
Oregon
Insight Investment Solutions
2012 - Present (14 years)
Insight Tax Solutions
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
CFP®, Series 63, Series 65
Eugene, OR
ADB Capital Management, LLC
CFA®, Series 66
Eugene, OR
J.P. Capital Management, Inc.
Series 65
Springfield, OR
Tandem Financial Planning LLC
Series 65
Eugene, OR
Chaim Investment Advisors LLC
CFP®, CFA®
Eugene, OR
Tailored Financial Planning
Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!
CFA®, Series 65, Series 66
Eugene, OR
Cascadia Investment Consultants
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")