Fee-only adviser · Tacoma, WA
Financial Insights Wealth Management
Financial Insights Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Tacoma, Washington. On its latest Form ADV, filed June 2, 2026, it reports $747M in regulatory assets under management, 768 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 108797 · SEC file 801-21624 |
| Office | 1551 Broadway Suite 600 Tacoma, WA 98402 |
| Phone | (253) 627-6010 |
| Website | financialinsights.com |
| Regulatory assets under management | $747M ($708M discretionary) |
| Individual clients | 533 non-high-net-worth, 235 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 16 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tacoma
- Columbia River Advisors $191M
- Seneschal Family Office $301M
- Stolz & Associates, PS $282M
- MKT and Associates LLC $379M
- Rainier Family Wealth, Inc. $331M
- Equal Path Investments $23M
See all 10 fee-only advisers in Tacoma →
Nearby
- University Place 1 firm
- Federal Way 5 firms
- Gig Harbor 8 firms
- Puyallup 3 firms
- Fox Island 1 firm
- Port Orchard 2 firms
- Lacey 2 firms
- Mercer Island 4 firms
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