Insight Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Insight Wealth Partners reports 959 clients. They include 639 individual clients and 320 high-net-worth individuals. Of its assets, 99.8% ($1.12B across 3,205 accounts) are managed with discretion; $1.77M across 4 accounts are not. It advised 21 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 27% |
| High-net-worth individuals | 33% | 72% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 639 | $307M | 27.3% | $481K |
| High-net-worth individuals | 320 | $814M | 72.4% | $2.54M |
| Charitable organizations | Fewer than 5 | $1.63M | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $1.16M | 0.1% | — |
| Total | 959 | $1.12B | 100% | — |
- Clients
- 639
- Regulatory AUM
- $307M
- AUM share
- 27.3%
- Avg. per client
- $481K
- Clients
- 320
- Regulatory AUM
- $814M
- AUM share
- 72.4%
- Avg. per client
- $2.54M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.63M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.16M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 959
- Regulatory AUM
- $1.12B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 21
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Insight Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Comprehensive personal financial planning
- Financial planning is billed hourly at $350 for advisors, $150 for paraplanners and $75 for administrative time, or as a flat fee: $2,500 to $20,000 in the first year and $1,000 to $15,000 a year after.
The leadership team of Insight Wealth Partners includes Chief Compliance Officer Wayne Smith. It has 16 employees.
Leadership
- Wayne SmithManaging Member & Chief Compliance Officer
- Travis CarterManaging Member
- David DrydenManaging Member
- Michael LoweManaging Member
- Ryan FergusonManaging Member
Investment adviser representatives
15 representatives listed in the SEC register as of 9 October 2026.
- Travis David Carter
- David Tung Chin
- Stephen Lee Cramm
- David Scott Dryden
- David Bailey Dryden
- Ryan Christopher Ferguson
- Joshua David Hargrove
- Michael Chad Lowe
- Ross Adam Powell
- Laura Katherine Ragsdale
- Wayne (None) Smith III
- Mark Steven Stegman
- Benino Christopher Torrez III
- John Christian Weatherly
- Grant Raymond Winger
Staff
- 16 employees
- 16 in advisory functions
- 16 state-registered reps
- 16 insurance agents
- Owns 10% to 25% of Insight Wealth Partners, LLC
Travis Carter
Control person · since May 2010
- Owns 10% to 25% of Insight Wealth Partners, LLC
David Dryden
Control person · since May 2010
- Owns 10% to 25% of Insight Wealth Partners, LLC
Wayne Smith
Control person · since May 2010
- Owns 10% to 25% of Insight Wealth Partners, LLC
Michael Lowe
Control person · since January 2011
- Owns 10% to 25% of Insight Wealth Partners, LLC
Ryan Ferguson
Control person · since January 2012
Insight Wealth Partners’ regulatory assets grew 2.0× from $569M (February 2021) to $1.12B (March 2026); clients rose from 666 to 959 and employees from 10 to 16.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.12B | 959 | 16 | 1 |
| March 2025 | $970M | 905 | 15 | 1 |
| March 2024 | $790M | 866 | 14 | 1 |
| July 2023 | $688M | 825 | 13 | 1 |
| February 2022 | $758M | 756 | 11 | 1 |
| February 2021 | $569M | 666 | 10 | 1 |
Besides its headquarters, Insight Wealth Partners has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 3333 Premier Drive, Suite 800, PlanoHQ
Contact and registration details
- Legal name
- Insight Wealth Partners, LLC
- Headquarters
- 3333 Premier Drive, Suite 800, Plano, TX 75023
- Website
- insightwp.com
- Phone
- 972-543-4800
- @insight-wealth-partners-llc
- SEC file
- 801-71491
- Founded
- 2010
- Structure
- Texas LLC
- Fiscal year end
- December
Insight Wealth Partners uses Charles Schwab ($595M, 55%) and Fidelity ($495M, 45%) as custodians for its separately managed accounts. Insight Wealth Partners has custody of $907M in client assets for 921 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $595M55%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $495M45%
At year end, Insight Wealth Partners’ separately managed accounts were largely in funds (49%) and bonds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $745M across 135 positions; the largest are State Str SPDR S&P 500 ETF T (60.3%), Direxion Shares ETF Trust (6.4%) and Vanguard Scottsdale Fds (3.1%).
What the accounts hold
- Stocks5%
- Exchange-traded equities4%
- Non-exchange-traded equities1%
- Funds49%
- Registered funds48%
- Pooled vehicles1%
- Bonds31%
- Investment grade corporate bonds26%
- U.S. government and agency bonds3%
- State and local bonds1%
- High-yield corporate bonds1%
- Cash6%
- Other9%
- Derivatives9%
Reported 13F holdings
- $745M
- Reported 13F value
- 135
- Positions
- 78.2%
- In the 10 largest
- +4.5%
- Value vs. prior quarter
- State Str SPDR S&P 500 ETF T · TR Unit60.3%
- Direxion Shares ETF Trust · DA 500 BU 3x ETF6.4%
- Vanguard Scottsdale Fds · Int-term Corp.3.1%
- J P Morgan Exchange Traded F · Ultra Shrt ETF1.6%
- iShares TR · Iboxx Inv CP ETF1.6%
- Ford Mtr CO1.2%
- Fidelity Merrimack Str TR · Total BD ETF1.2%
- J P Morgan Exchange Traded F · Active Bond ETF1.0%
- Victory Portfolios II · Core BD ETF1.0%
- iShares TR · 7-10 YR Trsy BD0.9%
Together, the ten largest are 78.2% of reported value.
How many clients does Insight Wealth Partners have?
Insight Wealth Partners has 959 clients and manages $1.12 billion for them, as of March 2026. They include 639 individual clients and 320 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Insight Wealth Partners offer?
Insight Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Insight Wealth Partners use?
Insight Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $595M and Fidelity Brokerage Services LLC (Smithfield, RI), with $495M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Insight Wealth Partners have?
Insight Wealth Partners has 16 investment adviser representatives registered with state securities authorities, out of 16 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 16 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Insight Wealth Partners invest in?
At the end of its last fiscal year, Insight Wealth Partners’ separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 26% investment grade corporate bonds, 9% derivatives, 6% cash and equivalents, 4% exchange-traded equities, 3% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds, 1% high-yield corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Insight Wealth Partners?
Insight Wealth Partners’ direct owners are Travis Carter, David Dryden, Wayne Smith, Michael Lowe and Ryan Ferguson, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Insight Wealth Partners get paid?
Insight Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Insight Wealth Partners registered with the SEC?
Yes, Insight Wealth Partners has been registered with the SEC as an investment adviser since 4 June 2010. Its CRD number is 153635 and its SEC file number is 801-71491.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Insight Wealth Partners?
Insight Wealth Partners’ main office is at 3333 Premier Drive, Suite 800, Plano, TX 75023. Its phone number is 972-543-4800. Its website is insightwp.com.