HighRoad Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$188,523,085
Total clients
110
63% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
37
Average account size
$1,713,846
About
HighRoad Wealth Advisors provides discretionary asset management to individuals, high‑net‑worth clients, and businesses, and also serves as a 3(38) investment manager for qualified retirement plans. The firm reports about $188.5 million in discretionary assets under management and documents client goals in individualized investment profiles, often providing financial planning (wills, estate, taxes, retirement, etc.) at no additional charge.
Portfolios are constructed using asset allocation and Modern Portfolio Theory principles, with HighRoad given discretionary authority to implement trades and conduct quarterly account reviews that include rebalancing and tax‑loss harvesting opportunities. The firm requires use of a specific custodian (Altruist Corp.), allows clients to impose written investment restrictions, and creates investment policy statements to guide ongoing management.
Noteworthy features relative to peers include that the firm was founded in 2013 but only began offering advisory services in 2024 and now manages near‑$190 million with three advisors, an uncommon scale for a recently established advisory practice. The firm’s principals have outside business activities — a commercial real estate rental company — and certain advisors have insurance licenses and may receive external compensation; these relationships, along with the firm’s practice of leaving proxy voting to clients, are disclosed and managed through firm policies.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% annually $1,000,000.01 - $3,000,000: 1.20% annually $3,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.25% annually
Investment Advisor Representatives receive commissions as licensed insurance agents for sales of investment related products (insurance)
Fee-only: Annual investment advisory fee tiered from 1.50% down to 0.25% based on asset levels; ERISA plan services fees up to 1% annually
Main office location
HighRoad Wealth Advisors, LLC
170 S. 2 Nd Street, Suite 201
Coos Bay OR 97420, United States
Number of offices
1
Most active in
Oregon · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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