Highland Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Highland Wealth Management generally provides fee-only, project-based and hourly financial planning, with options for limited ongoing monthly monitoring. The firm does not act as custodian or exercise discretionary trading authority; clients maintain control of assets and receive written recommendations (often an Investment Policy Statement) to implement through a recommended custodian.
Portfolios are constructed with strategic asset allocation using passively managed index mutual funds, ETFs and asset-class mutual funds, with an emphasis on diversification, cost minimization, monitoring, and rebalancing. The firm does not make a practice of recommending individual stocks and typically provides periodic reviews only when clients experience major life events.
Several aspects of Highland’s practice are atypical for an investment-manager category firm: it relies on hourly and project fees rather than percentage-of-assets-under-management, does not accept commissions or performance-based fees, and has no custody or limited power of attorney over client accounts. The firm is sole-owned and the advisor maintains separate full‑time employment, and it maintains a verbal business-continuity arrangement with another adviser to support operations if the sole advisor is unavailable.
Client services
Expertise
Fee options
Project-based services quoted with a 'Not To Exceed' price provided after initial discussion
$100 per hour for clients with assets $50,000 or less; $150 per hour for assets between $50,000 and $500,000; $200 per hour for assets greater than $500,000; one-hour minimum; subsequent time billed in 15-minute increments
Fee-only: Fee-Only project-based financial planning, hourly rates as detailed below, no commissions or other fees
Main office
Cedar Falls IA
Advisors at this office
1
Most active in
Iowa
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
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