Highland Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Highland Wealth Management generally provides fee-only, project-based and hourly financial planning, with options for limited ongoing monthly monitoring. The firm does not act as custodian or exercise discretionary trading authority; clients maintain control of assets and receive written recommendations (often an Investment Policy Statement) to implement through a recommended custodian.
Portfolios are constructed with strategic asset allocation using passively managed index mutual funds, ETFs and asset-class mutual funds, with an emphasis on diversification, cost minimization, monitoring, and rebalancing. The firm does not make a practice of recommending individual stocks and typically provides periodic reviews only when clients experience major life events.
Several aspects of Highland’s practice are atypical for an investment-manager category firm: it relies on hourly and project fees rather than percentage-of-assets-under-management, does not accept commissions or performance-based fees, and has no custody or limited power of attorney over client accounts. The firm is sole-owned and the advisor maintains separate full‑time employment, and it maintains a verbal business-continuity arrangement with another adviser to support operations if the sole advisor is unavailable.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Cash flow / budgeting
Fee options
Project-based services quoted with a 'Not To Exceed' price provided after initial discussion
$100 per hour for clients with assets $50,000 or less; $150 per hour for assets between $50,000 and $500,000; $200 per hour for assets greater than $500,000; one-hour minimum; subsequent time billed in 15-minute increments
Fee-only: Fee-Only project-based financial planning, hourly rates as detailed below, no commissions or other fees
Main office location
Highland Wealth Management
Cedar Falls IA, United States
Number of offices
1
Most active in
Highland Wealth Management has reported serving >5 clients in these states in the last 12 months.
Iowa
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Lawyer
They provide legal services, typically billed separately.
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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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