# Insight Financial Advisors

> Insight Financial Advisors is a state-registered investment advisory firm in Santa Ana, CA, registered since 2010, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 113822
- Filed as: INSIGHT FINANCIAL ADVISORS
- Legal name: Delgado, Wanda Lee
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Ana, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113822
- AdvisorCensus page: https://advisorcensus.com/firm/insight-financial-advisors-santa-ana-ca-113822

## Quick answers

**How is Insight Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Insight Financial Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Insight Financial Advisors located?**
Insight Financial Advisors' principal office is in Santa Ana, CA, according to its Form ADV.

**Is Insight Financial Advisors registered with the SEC or a state?**
Insight Financial Advisors is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 113822.

**Does Insight Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113822

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [insightfa.com](https://insightfa.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Financial Advisors (CRD 113822): Form ADV filing data as of October 2026.