# Insight Financial Strategists

> Insight Financial Strategists is a state-registered investment advisory firm in Newton, MA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 165125
- Filed as: INSIGHT FINANCIAL STRATEGISTS
- Legal name: Insight Financial Strategists, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newton, MA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165125
- AdvisorCensus page: https://advisorcensus.com/firm/insight-financial-strategists-newton-ma-165125

## Quick answers

**How is Insight Financial Strategists compensated?**
On its Form ADV (Item 5.E, October 2026), Insight Financial Strategists reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Insight Financial Strategists located?**
Insight Financial Strategists' principal office is in Newton, MA, according to its Form ADV.

**Is Insight Financial Strategists registered with the SEC or a state?**
Insight Financial Strategists is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 165125.

**How much does Insight Financial Strategists manage?**
Insight Financial Strategists reports $27,811,024 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Insight Financial Strategists serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (15); individuals (other than high net worth individuals) (8); charitable organizations (1).

**Does Insight Financial Strategists 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/165125

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $27,811,024
- Discretionary: $27,718,694
- Non-discretionary: $92,330

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,812,515 |
| High net worth individuals | 15 | $25,906,179 |
| Charitable organizations | 1 | $92,330 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [alignable.com/WALTHAM-MA/INSIGHT-FINANCIAL-STRATEGISTS-LLC](https://alignable.com/WALTHAM-MA/INSIGHT-FINANCIAL-STRATEGISTS-LLC)
- [insightfinancialstrategists.com](https://insightfinancialstrategists.com)
- Facebook @INSIGHTFINANCIAL
- LinkedIn @INSIGHT-FINANCIAL-STRATEGISTS

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Insight Financial Strategists (CRD 165125): Form ADV filing data as of October 2026.