Highline Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Highline Financial LLC is a newly registered, fee‑only investment adviser that currently reports no assets under management, no clients, and no active registered advisors. The firm intends to serve individuals, families, high‑net‑worth clients, retirement plan participants, trusts, and estates, providing non‑discretionary investment advice as well as financial planning, pension consulting, employer stock and retirement‑plan guidance, and education‑savings advice.
The adviser follows a structured fact‑gathering and risk‑profiling process to recommend strategic, long‑term diversified portfolios using mutual funds, ETFs, individual securities, and a range of fixed‑income instruments; clients retain final authority over all trades and may receive an investment policy statement. Highline offers one‑time flat‑fee financial planning engagements in addition to ongoing asset‑based portfolio management and generally recommends a qualified custodian to facilitate fee deduction and trade execution.
What is distinctive for a newly formed firm in this category is the explicit combination of pension consulting and individualized portfolio management while offering flat fees for planning and an established practice of referring clients to outside specialists without receiving referral compensation—features that are statistically uncommon among firms with no active advisors. The firm also discloses that it does not act as a private fund adviser, does not use sub‑advisors or accept commissions or performance fees, and that its principal maintains separate full‑time employment which may limit weekday availability.
Client services
Expertise
Occupation focus
Fee options
One-time financial planning engagements charged as flat fees, quoted in advance.
$0 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50%
Fee-only: Fee-only, non-discretionary investment advisory services.
Main office
Geneva IL
Advisors at this office
1
Most active in
Illinois
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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