Henri Pfaff
Advisor at Insight Strategic Wealth LLC
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.
Advisor at Insight Strategic Wealth LLC
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 Strategic Wealth LLC
Location
Knoxville, TN 37932
Credentials
Series 66
Industry experience
3 years
$0 - $1,000,000: 0.90% total (0.70% ISW fee + 0.20% FPAS fee) for Employee Benefit Plan Services $1,000,001 - $5,000,000: 0.60% total (0.45% ISW fee + 0.15% FPAS fee) for Employee Benefit Plan Services $5,000,001 - $10,000,000: 0.33% total (0.25% ISW fee + 0.08% FPAS fee) for Employee Benefit Plan Services $10,000,001+: 0.20% total (0.15% ISW fee + 0.05% FPAS fee) for Employee Benefit Plan Services
$275 per hour for Financial Planning services
Account minimum: $6,000 minimum annual fee Minimum fee: $6,000 minimum annual fee for Investment Management clients Fee-only: Investment management fees based on assets under management; no commissions charged.
Insight Strategic Wealth LLC
2025 - Present (1 year)
Kraft Asset Management, LLC
2024 - 2025 (1 year)
The Prudential Insurance Company of America
2022 - 2024 (2 years)
Pruco Securities LLC
2022 - 2024 (2 years)
Full-time education
2020 - 2022 (2 years)
Torgerson Financial Group
2020 - 2021 (1 year)
Plum Market
2020 - 2020 (1 year)
Full-time education
2019 - 2020 (1 year)
Lone Pine Beach Association
2019 - 2019 (1 year)
Full-time Education
2018 - 2019 (1 year)
Full-time education
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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