Insight Wealth Partners

Insight Wealth Partners (CRD# 153635) is a financial advisory firm headquartered in Plano, TX. They manage $789,957,931 in 2,901 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
3333 Premier Drive, Suite 800, Plano, TX 75023
https://www.linkedin.com/in/ryan-ferguson-cfp-cpa-msa-5666316a/
By the Numbers
  • Total Assets Under Management
    790
    MILLION
  • Total Number of Accounts
    2,901
    ACCOUNTS
  • Average Account Value
    $272,305
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, IL, LA, NC, NH, OK, TN, TX, VA, WA

Financial Advisors at Insight Wealth Partners
Showing 11 - 14 of 14 top financial advisors.
11
David Dryden, financial advisor Plano TX
David B. Dryden
CRD#: 7602129
3333 Premier Drive, Suite 800, Plano, TX 75023

David Dryden (CRD# 7602129) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has 1 year of experience in the finance industry.

12
Ross Powell, financial advisor Plano TX
Ross A. Powell
CRD#: 7319249
3333 Premier Drive, Suite 800, Plano, TX 75023

Ross Powell (CRD# 7319249) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 3 years of experience in the finance industry.

13
Benino Torrez, financial advisor Plano TX
Benino C. Torrez
CRD#: 7516986
3333 Premier Drive, Suite 800, Plano, TX 75023

Benino Torrez (CRD# 7516986) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has 1 year of experience in the finance industry.

14
Grant Winger, financial advisor Plano TX
Grant R. Winger
CRD#: 7580319
3333 Premier Drive, Suite 800, Plano, TX 75023

Grant Winger (CRD# 7580319) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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