Insight Wealth Solutions

What Insight Wealth Solutions does

Insight Wealth Solutions is a wealth advisory practice headquartered in Houghton, Michigan, with additional offices in Iron Mountain and L'Anse, serving individuals and families across Michigan's Upper Peninsula. The firm delivers holistic financial planning through its proprietary "Insight 360" framework, integrating investment management, retirement planning, tax strategy, and estate considerations. Its advisory bench holds Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Chartered Retirement Planning Counselor (CRPC) credentials, enabling cross-disciplinary planning that combines tax and investment advice under one roof.

The firm operates under a partnership model with LPL Financial, a large independent broker-dealer, which provides custody, clearing, compliance, and the LPL Account View client portal. This structure lets a small regional practice deliver enterprise-grade back-office functionality without the cost of independent RIA infrastructure, while the firm retains its own brand, methodology, and client relationships. Client engagement is supported by a content marketing resource center on the firm website.

Revenue is generated through advisory fees on assets under management, with additional commission and insurance income typical of LPL-affiliated practices. The firm employs approximately nine financial advisors and six support staff across three locations, targeting a geographically underserved market with limited competition from credentialed advisors. There is no public disclosure of AUM, revenue, or client count.

Name

Insight Wealth Solutions

Legal name

Insight Wealth Solutions

Website

https://insightwealthsolutions.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Insight Wealth Solutions is a Michigan Upper Peninsula wealth advisory firm affiliated with LPL Financial, offering holistic financial planning through its proprietary Insight 360 methodology to individuals and families across three office locations.

Ownership category

akta.pro rank

Product category

Wealth Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Financial advisory services
• Wealth management
• Retirement planning
• Investment management
• Estate planning

Headquarters

HQ city

Houghton

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory and Planning Fees: The firm provides financial advisory and planning services as a registered investment advisory practice affiliated with LPL Financial. Revenue is generated through advisory fees for wealth management, financial planning, and related services.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Insight Wealth Solutions provides holistic financial planning and wealth management services to individuals and families through its proprietary Insight 360 planning methodology. Service lines include Private Wealth Advisory Services and Wealth Advisory Services covering retirement, investment, estate, insurance, tax, and lifestyle planning, delivered as a Private Wealth Services Practice affiliated with LPL Financial. Client account access is facilitated through LPL Financial's Account View online portal and mobile app.

Product overview

Insight Wealth Solutions is a wealth advisory firm offering a unified suite of financial planning services built around their proprietary Insight 360 approach. The core offering consists of Private Wealth Advisory and Wealth Advisory services provided by their team of advisors, supported by a comprehensive educational resource center that includes articles, videos, and financial calculators. Client account access is facilitated through LPL Account View (web portal and mobile app), provided through their partnership with LPL Financial. The firm serves individuals and families seeking holistic financial planning, retirement preparation, investment management, estate planning, and tax-efficient strategies.

Differentiator

Problem solved

Functional benefit

Brands

• Insight 360: A holistic financial planning approach developed by the firm that integrates all aspects of a client's financial life including retirement, investment, estate, insurance, tax, and lifestyle planning.

Products and services

• Insight 360

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationInsight Wealth Solutions is affiliated with LPL Financial, a registered investment advisor and broker-dealer. LPL Financial provides the platform for client accounts, online access (Account View), and mobile app services. The firm operates as a Private Wealth Services Practice under the LPL Financial affiliation.

Scale indicators2 records

Expansion highlights4 records

Broad incumbents

• Ameriprise Financial: National financial advisory franchise model serving mass-affluent and HNW clients with holistic planning; a scaled comparable to Insight Wealth Solutions' holistic planning offering.
• Edward Jones: Large national broker-dealer/advisory franchise with a dense local-office model closely matching Insight Wealth Solutions' relationship-based, in-person advisory approach for individuals and families.
• Fisher Investments: Large RIA serving individuals and families with discretionary portfolio management and financial planning, representing the scaled end of the same product/market category.

Regional players

• North Star Resource Group: Midwest-based financial advisory firm with a regional, relationship-based practice serving individuals and families, comparable in scale and geographic positioning to Insight Wealth Solutions.

Direct peers

• Cetera Financial Group: Independent broker-dealer and RIA platform hosting independent financial advisor practices; competes with LPL for the same advisor-affiliation model.
• Raymond James Financial Services: Independent contractor broker-dealer model where financial advisors operate their own practices under the firm's RIA umbrella, directly comparable to Insight Wealth Solutions' LPL affiliation structure.
• Cambridge Investment Research: Independent broker-dealer supporting financial advisors who run their own wealth advisory practices, structurally similar to LPL Financial's model used by Insight Wealth Solutions.
• Commonwealth Financial Network: Independent broker-dealer for wealth advisory practices with a relationship-based planning model focused on individuals and families, comparable in size and approach.

Emerging players

• Mariner Wealth Advisors: Fast-growing RIA consolidator that acquires small-/mid-sized independent advisor practices, a plausible strategic acquirer for an LPL practice like Insight Wealth Solutions.
• Hightower Advisors: National RIA roll-up platform acquiring independent wealth advisory firms; structurally similar to the consolidation thesis that could apply to Insight Wealth Solutions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/insight-wealth-solutionsllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Insight Wealth Solutions