High Flight Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
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
Financial planning
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Military & Veterans
Demographic focus
FIRE (Financial Independence Retire Early)
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 location
High Flight Financial LLC
Allen TX, United States
Number of offices
1
Most active in
High Flight Financial LLC has reported serving >5 clients in these states in the last 12 months.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")