Highball Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$72,000,000
Clients
62
0% high-net-worth
Advisors
1
of 2 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
62
Very HighAverage account size
$1,161,290
About
Highball Advisors provides portfolio management and comprehensive financial planning to individuals and families, offering continuous, tailored advice on retirement planning, cash flow, college savings, risk management, and estate planning. The firm is fee-only and reports about $72 million in discretionary assets under management across roughly 62 client accounts.
The adviser primarily implements passive investment management, building portfolios from index mutual funds and ETFs to achieve target asset-class allocations, while using fundamental analysis when performing an Investment Analysis or selecting individual securities. Accounts are managed on a non-discretionary basis, with regular quarterly reviews and written or electronic financial plans provided to clients.
The firm’s brochure highlights client education as a formal part of its activities, including free webinars for clients and prospects and fee-based speaking engagements, and it facilitates estate-document preparation through a third-party provider (EncorEstate Plans). Highball also discloses that it receives compensation only from clients (no third-party payments) and the practice is oriented toward individuals and families rather than high‑net‑worth households.
Client services
Portfolio management
Educational seminars or workshops
Estate planning
Expertise
General retirement planning
Income planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Estate Planning Preparation fees: Trust Based Estate Plan $1,000; Deed Search and Filing for Real Property $250 per deed.
$0 - $1,000,000: 1.00% $1,000,001+: 0.50%
Account minimum: $500,000 minimum Fee-only: Fee-only firm; fees are professional fees paid directly by clients; no commissions or third-party compensation.
Main office location
Highball Advisors
Simsponville SC, United States
Number of offices
1
Most active in
Highball Advisors has reported serving >5 clients in these states in the last 12 months.
Florida · Nebraska · New Jersey · New York · North Carolina · South Carolina · Texas · Virginia
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.
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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.
-
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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