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 |
|---|---|---|
San Diego, CA
| 17
|
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