Fee-only adviser · Leawood, KS
Insight Investment Advisers LLC
Insight Investment Advisers LLC is a fee-only investment adviser registered with the securities regulators of Arizona, California, Kansas, Missouri, Utah, Wisconsin, with its main office in Leawood, Kansas. On its latest Form ADV, filed October 29, 2026, it reports $72M in regulatory assets under management, 145 individual clients and 3 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 | State-registered: Arizona, California, Kansas, Missouri, Utah, Wisconsin |
|---|---|
| Firm CRD number | 286497 |
| Office | 5251 W 116th Place, Suite 200 Leawood, KS 66211 |
| Phone | (913) 800-0954 |
| Website | investwithinsight.com |
| Regulatory assets under management | $72M |
| Individual clients | 111 non-high-net-worth, 34 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 29, 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 Leawood
- Mitchell Capital Management Co $847M
- Normandy Investment Advisors $273M
- Everest Wealth Management $237M
- Viawealth, LLC $261M
- Monarch Wealth Management, LLC $50M
- Oread Wealth Partners $17M
See all 11 fee-only advisers in Leawood →
Nearby
- Overland Park 55 firms
- Prairie Village 2 firms
- Lenexa 2 firms
- Mission 4 firms
- Mission Woods 1 firm
- Shawnee 3 firms
- Shawnee Mission 1 firm
- Kansas City 17 firms
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