Insight Financial Strategists

Insight Financial Strategists (CRD# 165125) is a financial advisory firm headquartered in Waltham, MA. They manage $3,387,690 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $282,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Insight Financial Strategists
Showing 1 - 3 of 3 top financial advisors.
1
Christoph Chen
CRD#: 5226577
271 Waverley Oaks Road, Suite 102, Waltham, MA 02452
96
Wealthminder
score

Christoph Chen (CRD# 5226577) is an Investment Advisor Representative working at Insight Financial Strategists in Waltham, MA and has over 10 years of experience in the finance industry. Christoph Chen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas E. Seder
CRD#: 6110457
271 Waverley Oaks Road, Suite 102, Waltham, MA 02452
90
Wealthminder
score

Thomas Seder (CRD# 6110457) is an Investment Advisor Representative working at Insight Financial Strategists in Waltham, MA and has over 4 years of experience in the finance industry.

3
James C. Wood
CRD#: 6484814
271 Waverley Oaks Road, Suite 102, Waltham, MA 02452
88
Wealthminder
score

James Wood (CRD# 6484814) is an Investment Advisor Representative working at Insight Financial Strategists in Waltham, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.