Insight Wealth Partners

Insight Wealth Partners (CRD# 153635) is a financial advisory firm headquartered in Plano, TX. They manage $331,600,000 in 448 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    332
    MILLION
  • Total Number of Accounts
    448
    ACCOUNTS
  • Average Account Value
    $740,179
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, LA, TX

Financial Advisors at Insight Wealth Partners
Showing 1 - 6 of 6 top financial advisors.
1
David S. Dryden
CRD#: 2208528
3333 Premier Drive, Suite 800, Plano, TX 75023
101
Wealthminder
score

David Dryden (CRD# 2208528) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 24 years of experience in the finance industry. David Dryden 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
Travis D. Carter
CRD#: 2458376
3333 Premier Drive, Suite 800, Plano, TX 75023
96
Wealthminder
score

Travis Carter (CRD# 2458376) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 22 years of experience in the finance industry. Travis Carter 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.

3
Ryan C. Ferguson
CRD#: 5819064
3333 Premier, Suite #800, Plano, TX 75023
96
Wealthminder
score

Ryan Ferguson (CRD# 5819064) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 6 years of experience in the finance industry. Ryan Ferguson 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.

4
David T. Chin
CRD#: 2097827
3333 Premier Drive, Suite #800, Plano, TX 75023
93
Wealthminder
score

David Chin (CRD# 2097827) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 25 years of experience in the finance industry.

5
Wayne (. Smith
CRD#: 2504244
3333 Premier Drive, Suite 800, Plano, TX 75023
86
Wealthminder
score

Wayne Smith (CRD# 2504244) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 22 years of experience in the finance industry. Wayne Smith 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.

6
Michael C. Lowe
CRD#: 3122229
3333 Premier, Suite 800, Plano, TX 75023
83
Wealthminder
score

Michael Lowe (CRD# 3122229) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 18 years of experience in the finance industry.

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