Highland Financial Advisors, LLC

RIASEC Registered

Total AUM

$640M

Discretionary

$640M

100% of AUM

Avg account

$556K

Accounts

1,151

Employees

Advisory reps

Firm details

Headquarters: Wayne, New Jersey
CRD number: 125838
Registered since: June 23, 2005
Website: www.highlandplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.71%
Individuals11.05%
Pension & Profit Sharing Plans8.75%
Charitable Organizations0.5%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Highland Financial Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2005. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory practice combines financial planning with portfolio management for individuals, small businesses, and larger business or institutional clients, along with pension consulting services and educational workshops. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Highland does not identify as an active ESG investor and does not act as a capital allocator; it lists accountants among its industry affiliations.