# Insight Financial Services

> 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.

- CRD: 147518
- Filed as: INSIGHT FINANCIAL SERVICES
- Legal name: IFS Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147518
- AdvisorCensus page: https://advisorcensus.com/firm/insight-financial-services-overland-park-ks-147518

## Quick answers

**How is Insight Financial Services compensated?**
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).

**How much does Insight Financial Services charge?**
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); Hourly rate: $250 an hour (modular financial planning/general consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Insight Financial Services located?**
Insight Financial Services' principal office is in Overland Park, KS, according to its Form ADV.

**Is Insight Financial Services registered with the SEC or a state?**
Insight Financial Services is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 147518.

**How much does Insight Financial Services manage?**
Insight Financial Services reports $213,822,204 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have Insight Financial Services' assets and staff changed since 2021?**
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.

**What types of clients does Insight Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (314); high net worth individuals (130).

**Which custodians does Insight Financial Services use?**
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.

**Does Insight Financial Services report any disciplinary disclosures?**
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

**Does Insight Financial Services state an account minimum?**
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."

**What changed in Insight Financial Services' recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 6 to 8.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 1, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> 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.

- Hourly rate: $250 an hour (modular financial planning/general consulting services)

> Our rate for such services is $250 per hour and is negotiable depending on the scope and complexity of the plan, your financial situation, and your objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $213,822,204
- Discretionary: $213,822,204
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 314 | $75,973,223 |
| High net worth individuals | 130 | $137,848,981 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IA, IL, KS, MO, NC, NE, OH, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ifsadvisors.com
- Facebook @INSIGHTFINANCIALSERVICES
- LinkedIn @insight-financial-services-ifs-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $169,714,516 | 8 | May 10, 2021 |
| October 2022 | $174,150,697 | 6 | March 25, 2022 |
| October 2023 | $156,202,209 | 7 | March 28, 2023 |
| October 2024 | $173,638,505 | 6 | September 13, 2024 |
| October 2025 | $197,471,988 | 7 | February 21, 2025 |
| October 2026 | $213,822,204 | 11 | July 1, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 6 to 8.

### June 2026
- Registered or notice-filed in AZ, CA, IA, IL, NC, OH.

### February 2026
- Employees performing advisory functions went from 5 to 6.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Financial Services (CRD 147518): Form ADV filing data as of October 2026.