Hyland Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,405,963
Clients
102
17% 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
102
Very HighAverage account size
$621,627
About
Hyland Wealth Management provides discretionary portfolio management and a range of financial planning services to individual clients, including retirement planning, cash‑flow and debt analysis, insurance review, and estate planning. The brochure reports about $63.4 million in discretionary assets under management across roughly 102 client relationships and describes both one‑time financial plans and an ongoing comprehensive planning service billed on a quarterly retainer.
The firm primarily constructs passive portfolios using index mutual funds and ETFs to emphasize low internal costs and tax efficiency, while allowing client‑specific investment restrictions and exercising trading discretion for day‑to‑day management. When performing investment analysis as part of planning, Hyland combines fundamental, cyclical, and charting techniques and may recommend outside managers for particular strategies.
Noteworthy aspects relative to many solo independent advisers include the firm’s use of a subscription‑style comprehensive planning retainer alongside fixed‑fee planning engagements and its explicit statement that it has no account minimum. The brochure also directs prospects to the firm’s website and SEC Investment Adviser Public Disclosure listing and notes the firm advertises third‑party ratings, an uncommon practice among peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Retirement income strategy
General estate planning guidance
Fee options
Under $400,000 - $400,000: Flat $4,000 fee $400,001 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.8% $2,000,001 - $4,000,000: 0.6% $4,000,001+: 0.4%
Comprehensive Financial Planning offered via quarterly retainer (amount not specified)
Minimum fee: Flat $4,000 minimum fee for accounts under $400,000 Fee-only: Financial Planning fixed fees range from $1,000 to $6,000, negotiable
Main office location
Hyland Wealth Management LLC
3570 Executive Drive, Suite 213
Uniontown OH 44685, United States
Number of offices
1
Most active in
Hyland Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
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
Quick links
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