A complete list of active advisors currently associated with High Flight Financial LLC
Warmer can help you find a great advisor at High Flight Financial LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at High Flight Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Allen, TX
| 3
|
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