Insight Wealth Partners
Insight Wealth Partners is a fee-only SEC-registered investment advisor in Plano, Texas, providing comprehensive financial planning and wealth management to high net worth individuals, families, and business owners, managing approximately $900M-$1B in assets with a team of 15 advisors.
- Company typePrivate
- Founded2010
- HeadquartersPlano, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Insight Wealth Partners does
Insight Wealth Partners is a fee-only registered investment advisor (RIA) founded in 2010 and headquartered in Plano, Texas, that delivers comprehensive wealth management and financial planning services to high net worth individuals, families, and business owners, primarily in the Dallas-Fort Worth metroplex. The firm manages approximately $900 million to $1 billion in assets under management and is staffed by 15 advisors and 10 operations/support personnel, including multiple CFP® professionals, CPAs, and a ChFC whose combined experience totals nearly 200 years. Most senior advisors previously held leadership roles at Ameriprise Financial, Northwestern Mutual, or Vanguard.
The firm operates through a five-step client engagement process (Discovery, Strategy Development, Strategy Review, Solution Implementation, and Ongoing Reviews) and offers two primary service lines: Comprehensive Financial Advice covering retirement income, education funding, estate planning, tax strategies, insurance/risk management, asset protection, and business structures; and Professional Asset Management. Its technology infrastructure is non-proprietary, consisting of web-based financial planning software and portfolio management tools sourced from multiple industry-leading custodians. The firm also operates the Fun Money Podcast as a content marketing channel.
Revenue is generated primarily through AUM-based advisory fees under a subscription/recurring model, with supplementary revenue from hourly or fixed-fee financial planning engagements. Distribution is sales-led and direct, with client acquisition driven by referrals, advisor reputation, and industry recognition across Forbes/Shook Best-In-State Wealth Advisor, D Magazine, Financial Advisor Magazine Top RIA rankings, and Financial Times 300 Top RIAs. The firm is privately held by its managing partners (David S. Dryden, Travis D. Carter, Wayne Smith III, Ryan Ferguson, and Chad Lowe), with no external institutional ownership or parent company.
Insight Wealth Partners firmographics
Firmographics- Name
- Insight Wealth Partners
- Legal name
- Insight Wealth Partners, LLC
- Website
- https://insightwp.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Insight Wealth Partners is a fee-only SEC-registered investment advisor in Plano, Texas, providing comprehensive financial planning and wealth management to high net worth individuals, families, and business owners, managing approximately $900M-$1B in assets with a team of 15 advisors.
- Ownership category
- akta.pro rank
Insight Wealth Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Insight Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Plano
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Insight Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Assets Under Management (AUM) Advisory Fees: Fee-based advisory services where revenue is generated as a percentage of assets under management. With approximately $900 million to $1 billion in AUM, the firm earns ongoing advisory fees based on the value of client portfolios managed.
- Comprehensive Financial Planning: Hourly or fixed-fee financial planning services covering retirement income, education funding, estate planning, tax strategies, insurance/risk management, asset protection, and business structures.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-based advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Insight Wealth Partners product offering
Product offeringCore offering
Insight Wealth Partners is an SEC-registered investment advisory firm that delivers comprehensive financial planning and professional asset management services to high-net-worth individuals, families, and business owners. The firm manages approximately $900 million to $1 billion in assets under management through a five-step client engagement process (Discovery, Strategy Development, Strategy Review, Solution Implementation, and Ongoing Reviews), covering retirement income, education funding, estate planning, tax strategies, insurance/risk management, and asset protection.
Product overview
Insight Wealth Partners is a wealth management and financial advisory firm offering two primary services: Comprehensive Financial Advice (covering retirement income, education funding, estate planning, tax strategies, insurance/risk management, asset protection, and business structures) and Professional Asset Management (with approximately $900 million to $1 billion in assets under management). The firm also produces the Fun Money Podcast as an educational resource for clients and prospects. The advisory process follows a five-step methodology: Discovery, Strategy Development, Strategy Review, Solution Implementation, and Ongoing Reviews.
Differentiator
Problem solved
Functional benefit
Brands
- Fun Money Podcast: A financial podcast hosted by Josh Hargrove and Ross Powell, providing financial advice with humor and making complex financial topics simple.
Products and services
- Comprehensive Financial Advice
Quantifiable outcome
- Assets under management grew from $331M (2018) to over $789M (2023), representing significant growth and client retention
- +1 more outcomes
Companies that use Insight Wealth Partners
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles3 records
Insight Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Insight Wealth Partners partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights5 records
Insight Wealth Partners competitors and assessment
Company assessmentMarket position
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Insight Wealth Partners social profiles
Digital presenceInsight Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Insight Wealth Partners leadership team
Management profileNumber of profiles
Profiles15 records
Insight Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Insight Wealth Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Insight Wealth Partners
What does Insight Wealth Partners do?
Insight Wealth Partners is an SEC-registered investment advisory firm that delivers comprehensive financial planning and professional asset management services to high-net-worth individuals, families, and business owners. The firm manages approximately $900 million to $1 billion in assets under management through a five-step client engagement process (Discovery, Strategy Development, Strategy Review, Solution Implementation, and Ongoing Reviews), covering retirement income, education funding, estate planning, tax strategies, insurance/risk management, and asset protection.
Is Insight Wealth Partners a public or private company?
Insight Wealth Partners is a private company. It is classified as management employee owned and is currently operating.
When was Insight Wealth Partners founded?
Insight Wealth Partners was founded in 2010. It employs 11 to 50 people.
Where is Insight Wealth Partners based?
Insight Wealth Partners is headquartered in Plano, United States, in the North America region.
How does Insight Wealth Partners make money?
Two revenue lines are on record. Assets Under Management (AUM) Advisory Fees are the primary driver. The others are comprehensive Financial Planning.
Does Insight Wealth Partners have an API?
No public API is recorded for Insight Wealth Partners.
What industry is Insight Wealth Partners in?
Insight Wealth Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.