Fee-only adviser · Eugene, OR
Insight Investment Solutions
Insight Investment Solutions is a fee-only investment adviser registered with the securities regulator of Oregon, with its main office in Eugene, Oregon. On its latest Form ADV, filed February 13, 2026, it reports $35M in regulatory assets under management, 45 individual clients and 1 employee who gives 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: Oregon |
|---|---|
| Firm CRD number | 165889 |
| Office | 2191 Monroe ST. Eugene, OR 97405 |
| Phone | (541) 255-6404 |
| Website | www.insighttaxsolutions.com |
| Regulatory assets under management | $35M |
| Individual clients | 40 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 13, 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 Eugene
- Go Wealth Management $208M
- Sittner & Nelson, LLC $1.0B
- Integrity Wealth LLC $305M
- Syman-Degler Group, LLC $60M
- Whitewater Wealth $68M
- Cascadia Investment Consultants $13M
See all 12 fee-only advisers in Eugene →
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