Hyline Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$103,365,471
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
194
53% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
194
Average account size
$532,812
About
The firm serves individuals and also works with corporations, employer-sponsored retirement plans, and other institutional-type clients, providing comprehensive portfolio management, financial planning, investment analysis, and consulting. It offers both ongoing asset management across public and private securities (stocks, bonds, ETFs, mutual funds, and options) and standalone planning or consulting delivered through a web-based client planning portal.
Investment decisions draw on a mix of charting, fundamental, technical and cyclical analysis and may employ long- and short-term positions, trading, margin, short sales and options strategies; portfolios are tailored to client goals and reviewed at least annually (quarterly for certain accounts), with discretionary management applied to most advisory assets. For retirement-plan engagements the firm provides plan design, fund selection assistance, QDIA recommendations, participant education and acknowledges ERISA fiduciary responsibilities under its consulting agreements, while generally not providing active asset management within those consulting arrangements.
What is distinctive compared with many peers is the firm’s regular work with corporate and institutional clients, including pension and profit-sharing plans, and the explicit offering of pension consulting and retirement-plan services. The brochure also discloses that the adviser is licensed to sell insurance and publishes financial materials—activities described as limited in time and addressed as potential conflicts under the firm’s policies.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Social Security optimization
Options & derivatives strategies
Cash flow / budgeting
Fee options
Flat fees for ongoing financial planning and consulting services, minimum annual $1,200; one-time flat fees for planning, analysis, or consulting
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually Over $2,000,000+: 0.50% annually
Hourly rates range from $150 to $250 per hour depending on scope and complexity
Account minimum: $1,200 (minimum annual fee) Minimum fee: Minimum annual fee of $1,200, typically billed monthly at $100/month or quarterly at $300/quarter Fee-only: Flat fees for financial planning, investment analysis, and consulting services; ongoing flat fee minimum $1,200/year, one-time fees also charged; hourly rates $150-$250/hour
Main office location
Hyline Wealth
221 S Phillips Ave, Suite 207
Sioux Falls SD 57104, United States
Number of offices
2
Most active in
Hyline Wealth has reported serving >5 clients in these states in the last 12 months.
Iowa · Minnesota · South Dakota · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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