Insight Family Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,105,377
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$100,489
About
Insight Family Financial is a small, independent advisory firm that works primarily with individual clients and plan sponsors, providing asset management, financial planning, employer financial wellness programs, and ERISA plan services. The firm offers both ongoing wealth management tiers (Guided Wealth Builder, Core, Comprehensive), one-time and hourly planning, and services for retirement plans as either a limited-scope 3(21) advisor or a discretionary 3(38) investment manager.
The firm offers both discretionary and non-discretionary asset management, and as of December 31, 2025 reported $746,254 in non-discretionary assets versus $359,254 managed on a discretionary basis, so most client assets are overseen on a non-discretionary basis where INSIGHT recommends trades but obtains client approval before execution. Investment implementation relies on fundamental analysis, long-term holdings, low-cost ETFs and institutional mutual funds, periodic rebalancing and tax-aware strategies such as asset location and tax-loss harvesting for applicable clients.
Compared with peers, Insight’s combination of a solo advisor model and a majority of non-discretionary AUM is uncommon, and the firm’s service mix—tiered retail wealth management plus employer wellness programs and formal ERISA 3(21)/3(38) offerings—stands out for a firm of this size. The firm also designates Interactive Brokers or Charles Schwab for custody and manages client accounts separately (does not aggregate trades), which may affect execution and operational handling relative to larger advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
Social Security optimization
Tax-loss harvesting
Demographic focus
Young Families
Mid-Career Professionals
Fee options
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
Main office location
Insight Family Financial
8051 N Tamiami Trail, Suite E6
Sarasota FL 34243, United States
Number of offices
1
Most active in
Insight Family Financial has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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