{
  "crd_number": 147518,
  "slug": "insight-financial-services-overland-park-ks-147518",
  "primary_business_name": "INSIGHT FINANCIAL SERVICES",
  "legal_name": "IFS ADVISORS, LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-10-26",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 213822204.0,
  "raum_discretionary": 213822204.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 75973223.0,
      "count": 314
    },
    "high_net_worth_individuals": {
      "raum": 137848981.0,
      "count": 130
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "KS",
    "MO",
    "NC",
    "NE",
    "OH",
    "OK",
    "TX"
  ],
  "websites": [
    "https://facebook.com/INSIGHTFINANCIALSERVICES",
    "https://ifsadvisors.com",
    "https://linkedin.com/company/insight-financial-services-ifs-"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147518",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/insight-financial-services-overland-park-ks-147518",
  "display_name": "Insight Financial Services",
  "summary": "Insight Financial Services is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Insight Financial Services (CRD 147518): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Insight Financial Services compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Insight Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Insight Financial Services' brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Insight Financial Services located?",
      "a": "Insight Financial Services' principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Insight Financial Services registered with the SEC or a state?",
      "a": "Insight Financial Services is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 147518."
    },
    {
      "q": "How much does Insight Financial Services manage?",
      "a": "Insight Financial Services reports $213,822,204 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Insight Financial Services' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Insight Financial Services: Regulatory assets under management: $169,714,516 in the October 2021 data and $213,822,204 in the October 2026 data, up 26%. Total employees: 8 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Insight Financial Services serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (314); high net worth individuals (130)."
    },
    {
      "q": "Which custodians does Insight Financial Services use?",
      "a": "Insight Financial Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Insight Financial Services report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147518"
    },
    {
      "q": "Does Insight Financial Services state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 says: \"In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Insight Financial Services' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 6 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 169714516.0,
      "total_employees": 8,
      "filing_date": "2021-05-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 174150697.0,
      "total_employees": 6,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 156202209.0,
      "total_employees": 7,
      "filing_date": "2023-03-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 173638505.0,
      "total_employees": 6,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 197471988.0,
      "total_employees": 7,
      "filing_date": "2025-02-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 213822204.0,
      "total_employees": 11,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 8."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Registered or notice-filed in AZ, CA, IA, IL, NC, OH."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 1, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Flat and blended fee schedules charge an annual portfolio management fee of up to 1.5% of assets under management, billed and payable quarterly in advance based on the value of your account"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      }
    ],
    "quotes": [
      "Flat and blended fee schedules charge an annual portfolio management fee of up to 1.5% of assets under management, billed and payable quarterly in advance based on the value of your account",
      "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/insight-financial-services-overland-park-ks-147518.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 314,
      "fewer_than_5": false,
      "raum": 75973223.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 130,
      "fewer_than_5": false,
      "raum": 137848981.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147518",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}