High Flight Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
High Flight Financial LLC provides fee-only financial planning to individual and high-net-worth clients, covering areas such as retirement planning, tax strategies, estate planning, business planning, insurance review, and investment analysis. The firm does not manage or custody client assets and therefore does not offer ongoing discretionary portfolio management or accept custody of client funds.
When investment recommendations are made as part of a financial plan, the firm emphasizes asset allocation and passive investment vehicles (e.g., index mutual funds and ETFs) and evaluates fund managers, underlying holdings, expense ratios, and tax efficiency. Services are tailored to each client’s risk tolerance and objectives, clients may impose written restrictions on recommended securities or sectors, and the firm provides implementation recommendations but does not execute or aggregate trades on clients’ behalf.
Compared with most independent solo advisors, the firm unusually avoids percentage-of-assets-under-management fees and instead provides project-based fixed and hourly engagements with tiered client classifications that include specific terms for active-duty and veteran clients; it also discloses complexity-based fees for matters such as real estate holdings. The principal’s military-focused credentials and experience, a separate residential real estate leasing business, the practice of recording/transcribing client meetings for firm records, and production of educational video content are additional features that distinguish the firm’s operating model from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Hourly fees generally range from $200 to $400 depending on client classification, complexity, and scope of services
Minimum fee: Fixed fees for comprehensive financial planning based on client classification: Active-Duty Military: $2,000–$3,000; Veterans: $2,500–$3,500; Standard Clients: $2,500–$4,000 Fee-only: Fee-only firm compensated solely by clients for advisory services
Main office
Allen TX
Advisors at this office
1
Most active in
Texas
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.
Forms ADV
Quick links
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