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Insight FoliosFinancial advisor in Charlotte, NC

Insight Folios is a financial advisor at 10800 Sikes Pl #110, Charlotte, NC 28277, ranked #37 of 177 financial planners in Charlotte and rated 5.0 from 11 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charlotte, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 529-9500Website ↗

Key facts

Key facts about Insight Folios
Address10800 Sikes Pl #110, Charlotte, NC 28277Get directions
Phone(704) 529-9500
Websiteinsightfolios.com
HoursMonday to Thursday: 9 AM – 5 PM; Friday: 9 AM – 4 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Monroe, Harrisburg, Belmont, Mount Holly and Huntersville.

Based in Charlotte, NCView on map

Opening hours

Opening hours for Insight Folios
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Insight Folios

How is Insight Folios ranked in Charlotte?

Insight Folios is ranked #37 of 177 financial planners in Charlotte by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Insight Folios’ hours?

Insight Folios is open Monday to Friday. Its listed hours are Monday to Thursday, 9 AM – 5 PM; Friday, 9 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Insight Folios serve?

Serves Charlotte and 11 towns within 25 miles: Weddington, Matthews, Stallings, Indian Trail, Waxhaw, Mint Hill, Monroe, Harrisburg, Belmont, Mount Holly and Huntersville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Insight Folios?

Insight Folios has a rating of 5.0 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Insight Folios?

Call Insight Folios on (704) 529-9500. The business is at 10800 Sikes Pl #110, Charlotte, NC 28277. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Insight Folios compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Insight Folios (this business)—695.0 (11)NoNo
Turning Point Financial Inc#35695.0 (13)NoNo4.8 mi
Greenway Wealth Advisors, LLC#36695.0 (12)NoNo11.7 mi

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