Insight Investment Advisers LLC logo

Insight Investment Advisers LLC

Updated today

Client assets under management

$71,519,646

Clients

145

23% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

48

Typical

Average account size

$493,239

About

Insight Investment Advisers LLC provides ongoing discretionary portfolio management and project-based or ongoing financial planning to individuals, families and businesses, and discloses management of roughly $71.7 million in client assets across three advisors serving about 145 clients. Its planning services include retirement, education, estate and tax planning and may extend to 1031 exchange/DST consulting and implementation assistance when engaged.

The firm follows an evidence-based investment approach that emphasizes supply-and-demand analysis and momentum/trend methods to identify and allocate to outperforming asset classes, implementing strategies primarily through stocks, ETFs and mutual funds while using lower-cost vehicles where practicable. Portfolios are tailored using a client risk questionnaire, blended strategy allocations, and at least quarterly rebalancing; portfolios limited to alternative assets may use interval funds, non-traded REITs and Reg D placements.

Noteworthy distinctions disclosed in the brochure include a separate DST/1031 consulting practice that serves outside sponsors in addition to client advisory services, and the firm’s use of endorsements in advertising — a practice that is uncommon among similar supported advisers. The brochure also discloses that Insight compensates outside parties for client referrals and documents a resolved 2018 regulatory registration oversight in Missouri.

Client services

Financial planning Portfolio management

Expertise

Wealth management Private / alternative investments

Fee options

Fixed

Fixed fees for financial planning generally range from $250 to $1,500; 1031 Exchange/DST consulting flat fee up to $1,500 plus up to 5% of assets involved in completed 1031 Exchange Plan.

Percentage

$0 - $99,999: 1.25% (Comprehensive Asset Management) $100,000 - $499,999: 1.15% (Comprehensive Asset Management) $500,000 - $999,999: 1.05% (Comprehensive Asset Management) $1,000,000+: 0.95% (Comprehensive Asset Management) $0 - $99,999: 0.75% (Basic Asset Management) $100,000 - $499,999: 0.65% (Basic Asset Management) $500,000+: 0.55% (Basic Asset Management)

Project-based

$250 per hour for professional staff, $100 per hour for administrative staff (financial planning services)

Other

Account minimum: $100,000 Fee-only: Financial Planning: $250/hour for professional staff, $100/hour for administrative staff; fixed fees generally range from $250 to $1,500; 1031 Exchange/DST consulting flat fee up to $1,500 plus up to 5% of assets involved in completed 1031 Exchange Plan.

Main office location

Insight Investment Advisers LLC

5251 W 116 Th Place,, Suite 200

Leawood KS 66211, United States

Number of offices

2

Most active in

Arizona · California · Kansas · Missouri · Texas · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Julia F

Series 65

Leawood, KS

Insight Investment Advisers LLC

Julia Fritzlen is a financial advisor at Insight Investment Advisers LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience at Karl Storz and Olympus. Insight Investment Advisers LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm employs an evidence-based, momentum and trend-focused investment approach and manages approximately $54.8 million across about 90 client relationships.

Wealth management Private / alternative investments
user avatar

Brandon B

Series 65

Leawood, KS

Insight Investment Advisers LLC

Brandon Bruckman is a financial advisor at Insight Investment Advisers LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Insight since 2018. Prior to his current role, he was employed at Covance and has a longstanding association with West Chapman & Co. Outside of his advisory work, he is the sole owner of Blackbird Real Estate, LLC, established for personal tax and accounting purposes. Insight Investment Advisers LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm employs an evidence-based investment approach focused on momentum and trend analysis, managing approximately $54.8 million across about 90 client relationships.

Wealth management Private / alternative investments
user avatar

Joshua W

Series 65, Series 66

Leawood, KS

Insight Investment Advisers LLC

Joshua Wright is a financial advisor at Insight Investment Advisers LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at World Class Financial, Inc. and various insurance carriers. Outside of advisory work, he provides consulting services in accounting and business management for a chiropractic practice. Insight Investment Advisers LLC offers discretionary portfolio management and financial planning to individuals, families, and businesses. The firm employs an evidence-based investment approach focused on momentum and trend analysis, managing a mix of traditional and alternative assets across approximately 90 client relationships.

Wealth management Private / alternative investments
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")