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Henri Pfaff

Advisor at Insight Strategic Wealth LLC

Updated today
Insight Strategic Wealth LLC logo

Firm

Insight Strategic Wealth LLC

Location

Knoxville, TN 37932

Credentials

Series 66

Industry experience

3 years

Fee options

Percentage

$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

Project-based

$275 per hour for Financial Planning services

Other

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.

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Skee O

CFP®

Knoxville, TN

Kinetic Wealth

With high regard to our fiduciary duty, we exist to faithfully serve individuals and organizations who are eager to understand and take control of their finances. Deep, authentic relationships allow us to help our clients clarify and define what is most important and utilize that knowledge when making important decisions. Our comprehensive approach facilitates a proactive partnership rooted in accountability putting clients in position to Ignite Financial Momentum and create meaningful outcomes. Life is full of Momentum Moments, those times when decisions are most impactful. We proactively prepare our clients for those moments through: Life Planning, Financial Wellness, and Wealth Planning services. Skee began his finance career in early 2012 and has since served many individuals and organizations as their trusted advisor. Having a long family lineage of educators, he naturally has a passion for teaching and helping others. An interest in finance early in life led him to attain his Bachelor of Science in Business Administration degree focused in Financial Planning and Economics from Western Carolina University in 2010. After college, Skee served as Senior Financial Services Officer at a prominent credit union in his home state of North Carolina. He moved to East Tennessee in 2016 and has built strong relationships with individuals, families, and organizations, managing over $100,000,000 for many of them. One Knoxville non-profit organization he advised was recognized as one of four Plan Sponsor of the Year nominees in a well-known national publication in 2024. He holds designations of CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer. Skee enjoys serving his community through several organizations in the Greater Knoxville Area. Mission: To empower family stewards, people pursuing independence, and employee-centric organizations to achieve their full potential financially and personally, positively impacting their own circumstances and the lives of those around them. Vision: To grow organically through a commitment to our culture of providing high quality client experiences and by fostering community relationships. Our desire is to build and maintain a Destination Firm for both clients and employees. Along the way, we will make a positive impact on the communities where we live and serve through volunteering and giving back. Core Values: Influence, Competency, Trustworthiness, Boldness, Authenticity

General tax planning Retirement income strategy Social Security optimization Engineering Professional Baby Boomers (Born 1946-1964)

Caroline F

CFP®, CPA

Knoxville, TN

Hillvale Wealth Management, LLC

Hi, I’m Caroline (Murphy) Friedrich CPA, CFP®, a financial planner and founder of Hillvale Wealth Management. Growing up I was always brainstorming business ideas and loved organizing, which led to my first venture, “Caroline’s Closets.” My father, an accounting professor, suggested I become an accountant to organize numbers instead. Today, I organize much more than just closets and numbers – I help people achieve peace of mind through financial planning. A Knoxville native, I earned my accounting degree and master’s in taxation from the University of Tennessee. After graduation, I moved to New York City and spent a decade in public accounting at PwC and EY, reviewing thousands of personal tax returns as a CPA.  I then transitioned into wealth management, working at firms in Chicago and Knoxville, before launching Hillvale Wealth Management. Our Mission Many people leave meetings with financial advisors feeling overwhelmed by investment jargon and economic updates. When I transitioned into wealth management, I noticed a strong emphasis on investments, often at the expense of tax planning and client education. Leveraging my unique expertise in financial planning, investments, and tax strategies, I founded Hillvale Wealth Management to offer personalized recommendations tailored to your goals. My mission is to provide clients with clarity, understanding, and confidence in their financial decisions.

General tax planning Wealth management Single Women Baby Boomers (Born 1946-1964)

Craig B

CFP®, Series 66

Maryville, TN

Edward Jones

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management

Adam O

Series 66

Knoxville, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Wealth management Founder/Business Owner Government Employee

Noell L

Series 66

Knoxville, TN

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy General retirement planning Wealth management

Delauna P

Series 66

Oak Ridge, TN

Edward Jones

College savings (529s, UTMA, etc.) Stock option exercise strategy Retirement income strategy Wealth management
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