Insight Advisors NW, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,671,836
Clients
70
30% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
70
Very HighAverage account size
$552,455
About
Insight Advisors NW serves individual and high‑net‑worth clients, providing discretionary investment management alongside written financial planning that covers retirement, estate, education, cash‑flow, debt management and related topics. Portfolios may include individual stocks and bonds, exchange‑traded funds, and no‑load or load‑waived mutual funds.
The firm customizes allocations to each client’s stated goals and risk tolerance, conducts periodic reviews and rebalances accounts as needed, and performs more frequent reviews when client circumstances change. It may delegate management of a portion or all of a portfolio to third‑party sub‑advisors and monitors those managers to ensure alignment with client objectives.
Noteworthy features include about $38.7 million in reportable discretionary assets across roughly 70 client relationships and an absence of a published account minimum while retaining discretion to decline smaller engagements. The brochure highlights a formal, written planning process for planning clients, an explicitly documented fiduciary approach to rollover recommendations (including an educational‑only alternative), and detailed disclosures about sub‑advisor use, potential custodial soft‑dollar benefits, and a comprehensive code of ethics.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Cash flow / budgeting
Fee options
$0 - $75,000: 1.65% $75,001 - $150,000: 1.50% $150,001 - $300,000: 1.35% $300,001+: 1.20%
$195 per hour for financial planning services
Account minimum: No minimum stated; however, firm may decline clients with smaller portfolios.
Main office location
Insight Advisors NW, LLC
11200 Sw Allen Blvd, Suite 100
Beaverton OR 97005, United States
Number of offices
1
Most active in
Insight Advisors NW, LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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