# Insight Strategic Wealth LLC
Source: https://planprovider.pro/provider/insight-strategic-wealth-llc

> Known for its “Five-Touch Financial Care™” process, this Knoxville-based advisory firm works with clients across East Tennessee and the Knoxville metro area…

Retirement Plan Advisor

Knoxville, TN

## About Insight Strategic Wealth LLC

<p>Known for its “Five-Touch Financial Care™” process, this Knoxville-based advisory firm works with clients across East Tennessee and the Knoxville metro area on long-term planning and ongoing investment management.</p>

<p>Insight Strategic Wealth LLC is a fee-only registered investment advisor (RIA) that operates as a fiduciary. The firm provides financial planning and wealth management for individuals and families, and it also works with business owners on planning tied to personal and business goals. Its planning framework emphasizes structured goal-setting and clear guidance, aligned with the firm’s “Financial Vision for Life®” message.</p>

<p>For employer-sponsored retirement plans, Insight Strategic Wealth LLC offers 3(38) investment management services, acting as an ERISA investment manager for plan sponsors who want to delegate investment selection and monitoring. The firm reported $0.3B in assets under management (2026).</p>

<p>What sets the firm apart is a defined service cadence built around its Five-Touch model, which outlines how clients can expect to interact with the advisory team throughout the year.</p>

<ul>
<li>Fee-only wealth management</li>
<li>Financial planning for individuals and families</li>
<li>Business owner planning</li>
<li>3(38) services for retirement plans</li>
<li>Fiduciary RIA advice with a transparent fee structure</li>
</ul>

Website: [https://www.insightstrategicwealth.com/](https://www.insightstrategicwealth.com/)

## Office Locations

- Knoxville, TN (Headquarters)

## Services Offered

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $256.9M

## Other Retirement Plan Advisors in TN

- [Cary Street Partners](https://planprovider.pro/provider/cary-street-partners) - Richmond, VA

- [Mccay Wealth Advisory LLC](https://planprovider.pro/provider/mccay-wealth-advisory-llc) - Manchester, TN

- [Marmo Financial Group, LLC](https://planprovider.pro/provider/marmo-financial-group-llc) - Johnson City, TN

- [Innovative Advisory Partners, LLC](https://planprovider.pro/provider/innovative-advisory-partners-llc) - Hixson, TN

- [Alden Investment Group](https://planprovider.pro/provider/alden-investment-group) - Wayne, PA

- [HUB Retirement and Private Wealth](https://planprovider.pro/provider/hub-retirement-and-private-wealth) - Austin, TX

- [Hill Investment Group](https://planprovider.pro/provider/hill-investment-group) - St. Louis, MO

- [Hhm Wealth Advisors, LLC](https://planprovider.pro/provider/hhm-wealth-advisors-llc) - Chattanooga, TN

- [Head Investment Partners](https://planprovider.pro/provider/head-investment-partners) - Knoxville, TN

- [Barnes Pettey Financial Advisors, LLC](https://planprovider.pro/provider/barnes-pettey-financial-advisors-llc) - Clarksdale, MS

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/insight-strategic-wealth-llc)

&copy; 2026 PlanProvider.Pro