Form CRS – Client Relationship Summary
Introduction
Insight Wealth Strategies, LLC, is an investment adviser registered with the Securities and Exchange
Commission. We feel that it is important for you to understand how advisory and brokerage services and fees
differ in order to determine which type of account is right for you. There are free and simple tools available toresearch firms and financial professionals at www.investor.gov/CRS, which also provides educational
materials about investment advisors, broker-dealers and investing.

What investment services and advice can you provide me?
We are a registered investment adviser that offers investment advisory and financial planning services toretail investors. Our advisory services include Asset Management for which we charge an ongoing asset-based
fee. If you open an advisory account with our firm, we will meet with you to understand your current financial
situation, existing resources, goals, and risk tolerance. Based on what we learn, we will recommend a portfolio
of investments that is managed on an ongoing basis and rebalanced to meet your changing needs, stated goals
and objectives. We will offer you advice on a regular basis and typically meet quarterly, but at least annually toreview your portfolio. Financial planning is offered as a separate service for an additional flat and/or hourlyfee.
We manage accounts on a discretionary basis. After you sign an agreement with our firm, we’re allowed to buy andsell investments in your account without asking you in advance. Any limitations will be described in the signed
advisory agreement. We will have discretion until the advisory agreement is terminated by you or our firm.
We do not restrict our advice to limited types of products or investments. Our firm does not impose requirementsfor opening and maintaining accounts or otherwise engaging us, except when using our firm’s proprietaryinvestment strategies (All-Cap Growth and Large-Cap Dividend strategies) both of which have a minimum accountsize of $70,000.
Additional information about our advisory services is located in Item 4 of our Firm Brochure, which isavailable online at https://adviserinfo.sec.gov/firm/summary/293644.
Questions to Ask Us:• Given my financial situation, should I choose an investment advisory service? Why or why not?
• How will you choose investments to recommend to me?
• What is your relevant experience, including your licenses, education and other qualifications? What do thosequalifications mean?

What fees will I pay?
Our Firm charges a fee as compensation for providing investment advisory services on your account.
The management fee includes portfolio management, supervision, trade entry, and other accountservice activities. Our management fees are based on a percentage of the total account value. Ourmaximum annual advisory fee is 1.0%, billed in arrears on a quarterly basis. Given that our advisory
fee is based on total assets under management, we have an incentive to encourage you to increase theamount of assets you have under our management.
The custodian that holds your assets may charge you a transaction fee when we buy or sell an investment foryou. The custodian's transaction fees are in addition to our firm’s fees for our Asset Management service.
You may also pay charges imposed by the custodian holding your accounts for certain investments andmaintaining your account. Some investments, such as mutual funds, index funds, and exchange traded funds
charge additional fees that will reduce the value of your investments over time. The custodian that holds yourassets may also charge a termination fee. In certain cases, we may refer you to third-party money managers,
sub-advisers, and/or separate account managers who will assist us with managing your account. If selected,
they will charge you a fee, which will be described to you in their Form ADV and/or agreement.
Form CRS Relationship Summary – September 2023

Page 1

Insight Wealth Strategies, LLC

You will pay fees and costs whether you make or lose money on your investments. Fees and costs will
reduce any amount of money you make on your investments over time. Please make sure you
understand what fees and costs you are paying.
Additional information about our fees is located in Item 5 of our Firm Brochure, which is available online at:https://adviserinfo.sec.gov/firm/summary/293644.
Questions to Ask Us:• Help me understand how these fees and costs may affect my investments. If I give you $10,000 to invest, howmuch will go to fees and costs and how much will be invested for me?

What are your legal obligations to me when acting as my investment adviser?
How else does your firm make money and what conflicts of interest do you have?
When we act as your investment adviser, we have to act in your best interest and not put our interest aheadof yours. At the same time, the way we make money creates some conflicts with your interests. You should
understand and ask us about these conflicts, because they can affect the investment advice we provide you.
Here are some examples to help you understand what this means:
Our firm recommends the custodial services of Fidelity Brokerage Services, LLC (“Fidelity”). Fidelity makes
certain research and brokerage services available to our firm at no cost. These services create a conflict ofinterest as we are incentivized to recommend Fidelity to our clients for custodial services.
Additional information about our conflicts of interest is located in Item 10 and 12 of our Firm Brochure,which is available online at https://adviserinfo.sec.gov/firm/summary/293644.
Questions to Ask Us:• How might your conflicts of interest affect me, and how will you address them?

How do your financial professionals make money?
Our financial professionals are compensated based on the revenue our firm earns from their advisory services
or recommendations, the amount of client assets they service, and the time and complexity required to meet aclient’s needs.
Questions to Ask Us:• As a financial professional, do you have any disciplinary history? For what type of conduct?

Do you or your financial professionals have legal or disciplinary history?
No, our firm and financial professionals do not have any legal and disciplinary history to disclose.
Visit Investor.gov/CRS for a free and simple search tool to research our firm and our financial professionals.

Additional Information
You can find additional information about our firm’s investment advisory services on the SEC’s website atwww.adviserinfo.sec.gov by searching CRD #293644. You may also contact our firm at 925-659-8020 torequest a copy of this relationship summary and other up-to-date information.
Questions to Ask Us:• Who is my primary contact person? Is he or she a representative of an investment adviser or a brokerdealer? Who can I talk to if I have concerns about how this person is treating me?

Form CRS Relationship Summary – September 2023
2023January 2022

Page 2

Insight Wealth Strategies, LLC