HighRoad Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$188,184,069
Clients
110
Advisors
3
of 3 employees
About
HighRoad Wealth Advisors provides discretionary asset management to individuals, high‑net‑worth clients, and businesses, and also serves as a 3(38) investment manager for qualified retirement plans. The firm reports about $188.5 million in discretionary assets under management and documents client goals in individualized investment profiles, often providing financial planning (wills, estate, taxes, retirement, etc.) at no additional charge.
Portfolios are constructed using asset allocation and Modern Portfolio Theory principles, with HighRoad given discretionary authority to implement trades and conduct quarterly account reviews that include rebalancing and tax‑loss harvesting opportunities. The firm requires use of a specific custodian (Altruist Corp.), allows clients to impose written investment restrictions, and creates investment policy statements to guide ongoing management.
Noteworthy features relative to peers include that the firm was founded in 2013 but only began offering advisory services in 2024 and now manages near‑$190 million with three advisors, an uncommon scale for a recently established advisory practice. The firm’s principals have outside business activities — a commercial real estate rental company — and certain advisors have insurance licenses and may receive external compensation; these relationships, along with the firm’s practice of leaving proxy voting to clients, are disclosed and managed through firm policies.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.50% annually $1,000,000.01 - $3,000,000: 1.20% annually $3,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01 - $10,000,000: 0.80% annually $10,000,000.01+: 0.25% annually
Investment Advisor Representatives receive commissions as licensed insurance agents for sales of investment related products (insurance)
Fee-only: Annual investment advisory fee tiered from 1.50% down to 0.25% based on asset levels; ERISA plan services fees up to 1% annually
Main office
170 S. 2nd Street, Suite 201
Coos Bay OR 97420
Advisors at this office
3
Most active in
Oregon · Washington
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.
Advisors at this firm
Jason F
Series 63, Series 66
Coos Bay, OR
HighRoad Wealth Advisors, LLC
Jason Finnigan is a financial advisor at HighRoad Wealth Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors Financial Network and operated his own sole proprietorship prior to his current role. Finnigan is also a 50% owner of HighRoad Real Estate, LLC, where he manages commercial rental properties. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm uses asset allocation and Modern Portfolio Theory principles to construct portfolios and conducts regular account reviews with rebalancing and tax-loss harvesting.
Jayden F
Series 65
Coos Bay, OR
HighRoad Wealth Advisors, LLC
Jayden Frank is a financial advisor at HighRoad Wealth Advisors, LLC in Coos Bay, OR. He holds a Series 65 designation and has been in the industry since 2022, including prior experience at HMW CPA's & Associates, LLC. He was a full-time student from 2015 to 2022 before beginning his advisory career. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and applies asset allocation and Modern Portfolio Theory principles in portfolio construction.
Joshua S
Series 66
Coos Bay, OR
HighRoad Wealth Advisors, LLC
Joshua Snoddy is a financial advisor at HighRoad Wealth Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and operated as a sole proprietor prior to his current role. Outside of advisory services, he is a 50% owner of HighRoad Real Estate, LLC, a commercial real estate management business. HighRoad Wealth Advisors provides discretionary asset management to individuals, high-net-worth clients, and businesses, including serving as a 3(38) investment manager for qualified retirement plans. The firm manages approximately $188.5 million in discretionary assets and constructs portfolios based on asset allocation and Modern Portfolio Theory principles.
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