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HighRoad Wealth Advisors, LLC

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Client assets under management

$188,184,069

More info

Clients

110

63% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

37

Low

Average account size

$1,710,764

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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management General estate planning guidance General retirement planning College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$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

Commissions

Investment Advisor Representatives receive commissions as licensed insurance agents for sales of investment related products (insurance)

Other

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 location

HighRoad Wealth Advisors, LLC

170 S. 2 Nd Street, Suite 201

Coos Bay OR 97420, United States

Number of offices

1

Most active in

More info

Oregon · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 541-266-7623

Advisors at this firm

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user avatar

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.

Wealth management General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

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.

Wealth management General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar

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.

Wealth management General estate planning guidance General retirement planning College savings (529s, UTMA, etc.) Founder/Business Owner
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