Hyland Lake Partners

Hyland Lake Partners is a fee‑only advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, families, corporations and charitable organizations. The firm’s two registered advisors oversee retirement, education, tax, risk‑management and estate‑planning services and manage roughly $93.4 million in discretionary assets across about 78 client relationships.

The firm describes a consultative, fiduciary approach that customizes portfolios primarily with exchange‑traded funds and mutual funds, rebalancing as needed and pursuing long‑term purchase strategies consistent with client objectives and risk tolerance. Hyland Lake operates on a discretionary basis, does not accept commissions or revenue sharing, and uses a service agreement with NWAM to obtain back‑office support and access to institutional custody through Fidelity and Schwab.

Distinctive aspects compared with many peers include a very small, recently formed advisory team managing substantial AUM per advisor and an internal policy that may decline accounts below roughly $500,000 even though no formal minimum is listed. The firm also separates fixed‑fee comprehensive financial planning (scheduled between $1,000 and $10,000) from its asset‑based management fees, does not charge performance‑based fees, and says it will refuse client‑imposed restrictions it considers operationally onerous.