H
Highland Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
81% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$0
About
Highland Wealth Advisors provides financial planning and referral services to individual clients, identifying high-net-worth individuals among its client types. Services described in the brochure include investment, retirement, tax, college and debt/credit planning, and the firm may refer clients to third-party money managers and receive solicitor fees for those referrals.
The firm’s advisory process draws on charting, fundamental and technical analysis and may use both long‑term and short‑term trading strategies; recommendations are implemented across mutual funds, equities, bonds, ETFs, REITs, private placements and other securities as appropriate. Financial planning and advisory work are billed on fixed or hourly bases rather than as percentage-of-assets or performance-based fees, and HWA states it does not collect fees in advance.
Several operational features distinguish Highland Wealth Advisors from many peers: the principal, Ira Wade Schack, is also a practicing attorney and a licensed insurance agent and may offer legal or insurance services to clients (with disclosures about potential conflicts). The brochure also reports no discretionary or non‑discretionary assets under management as of December 2025 and emphasizes solicitor arrangements with third‑party managers, with fees disclosed between the client and those managers.
Client services
Portfolio management
Solicitor
Expertise
College savings (529s, UTMA, etc.)
Occupation focus
Attorney
Fee options
Fixed financial planning fees between $500 and $5,000, negotiable
Between $100 and $300 per hour, negotiable
Account minimum: $500,000 (may be waived) Fee-only: Financial planning fixed fees ranging from $500 to $5,000; hourly fees ranging from $100 to $300 per hour; fees are negotiable
Main office location
Highland Wealth Advisors, LLC
Massapequa Park NY, United States
Number of offices
1
Most active in
Highland Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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