TR
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
566 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$932.0M
Fee Structure
Financial Plan Fee:Up to $50,000
Hourly Rate:Up to $500/hr
Asset management fees are negotiable, but will not exceed 1% annually, billed quarterly. Financial planning and consulting are charged hourly (up to $500/hour) or as a flat fee (up to $50,000). Retirement plan consulting is billed as a flat fee (up to $40,000 annually) or a percentage of plan assets (up to 1.00%). The total blended fee for using independent managers will not exceed 2% annually.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
2603 Camino Ramon, Suite 350, San Ramon, CA, 94583
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Insight Wealth Strategies, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
B|o|s
May 2017 - January 2021 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
September 2015 - January 2017 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2015 - January 2017 · 1 yr 4 mos
Clearbridge Investments, LLC
December 2005 - February 2015 · 9 yrs 2 mos
Legg Mason Investor Services, LLCBroker
December 2005 - February 2015 · 9 yrs 2 mos
Citigroup Global Markets INC.
July 1997 - December 2005 · 8 yrs 5 mos
Citigroup Global Markets INC. Broker
July 1993 - December 2005 · 12 yrs 5 mos
Lehman Brothers INC.Broker
December 1991 - July 1993 · 1 yr 7 mos
Shearson Lehman Hutton INC.Broker
May 1988 - July 1990 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.