Fee-only adviser · Palo Alto, CA
Insights Investments
Insights Investments is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palo Alto, California. On its latest Form ADV, filed March 11, 2026, it reports $46M in regulatory assets under management, 33,896 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 | SEC-registered |
|---|---|
| Firm CRD number | 309727 · SEC file 801-119340 |
| Office | 3101 Park Blvd Palo Alto, CA 94306 |
| Phone | (650) 485-0277 |
| Website | www.insightswm.com |
| Regulatory assets under management | $46M |
| Individual clients | 33,896 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Subscription |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 11, 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 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Palo Alto
- Rebalance LLC $1.9B
- Sand Hill Global Advisors, LLC $4.4B
- Red Crane Wealth Management, LLC $152M
- Frank, Rimerman Advisors LLC $3.4B
- Radiant Wealth Planning $15M
- Meyers Wealth Management $96M
See all 18 fee-only advisers in Palo Alto →
Nearby
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- Mountain View 7 firms
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- San Carlos 1 firm
- Woodside 1 firm
- Redwood City 6 firms
- Redwood Shores 3 firms
- Sunnyvale 3 firms
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