HIGH KNOLL WEALTH ADVISORS, LLC

Overview

High Knoll Wealth Advisors, LLC is an independent registered investment advisor that focuses on individual and family clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and pension consulting, and charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment practice is equity-forward: exchange-traded equities comprise the dominant exposure across managed portfolios, with a clear preference for liquid, market-traded instruments. The advisor is not identified as an active ESG investor and does not position itself as a capital allocator; instead it combines discretionary equity management with fee-for-service planning and consulting for smaller institutions and private clients.

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Public Holdings

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Location & Offices