A complete list of active advisors currently associated with Highlands Wealth Advisors, LLC

Warmer can help you find a great advisor at Highlands Wealth Advisors, LLC or one who fits your needs even better.

Highlands Wealth Advisors, LLC is a fee-only registered investment adviser that provides discretionary portfolio management and retirement-account advice to individuals, high net worth individuals, trusts, and estates. As of December 31, 2025 the firm managed about $33.3 million for 23 clients and offers rollover and ERISA-related guidance when advising on retirement accounts. The firm constructs customized, predominantly long-term portfolios using low-cost mutual funds and ETFs, with selective use of individual stocks and bonds; it applies fundamental analysis and will trade for rebalancing, tax-harvesting, or to meet client cash needs. Clients receive ongoing personal contact and periodic reviews, and the advisor may retain legacy holdings for tax or fit reasons or accept client-imposed investment restrictions. Distinctive features include its solo-practitioner structure managing a relatively large asset base per client (roughly $1.45 million on average) and a stated policy of being fee-only without participation in soft-dollar programs. The firm maintains an institutional relationship with Schwab Advisor Services that provides platform and support benefits, discloses the resulting economic benefits, and does not accept proxy-voting responsibility for client securities.

To learn more about the advisors currently working at Highlands Wealth Advisors, 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
Peter Gordon	San Diego, CA	17

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support