Highline Wealth Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Highline Wealth Solutions provides investment advisory and financial planning services to individuals and high‑net‑worth clients and also offers consulting to pension and other employee benefit plans, including guidance on manager selection and plan design. Its services include discretionary portfolio management supported by individualized investment policy statements, standalone financial plans, and pension consulting for plan sponsors.
The firm describes an investment process that combines fundamental analysis and modern portfolio theory implemented through a long‑term trading approach, documenting client goals, tax considerations, and risk tolerance in tailored plans. HWS generally exercises discretionary authority for trading, conducts periodic reviews, and delivers custodian reporting to clients.
Distinctive elements in the brochure include offering pension consulting alongside individual portfolio management and providing financial planning under both fixed‑fee and hourly arrangements, rather than only asset‑based billing. The brochure also discloses that supervised persons act as licensed insurance agents and may receive compensation for insurance products, and it notes the firm does not serve as a private fund adviser.
Client services
Expertise
Fee options
$5,000 to $20,000 fixed fee for financial planning
$0 - $800,000: 1.35% $800,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.65% $20,000,001+: 0.55%
$250 to $500 per hour
Main office
Columbus OH
Advisors at this office
1
Most active in
Illinois · Ohio
Also doing business as
Highline Wealth Solutions · Highline Wealth Solutions LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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