Highstone Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Highstone Group provides advisory services to individuals, businesses, trusts and retirement accounts, serving 174 client households with about $263.9 million in assets under management. The firm offers comprehensive financial planning, tax planning, investment consulting and portfolio management, and also advises on insurance and annuity products and offers standalone hourly consulting.
The firm builds individualized asset allocations using fundamental analysis and a review of clients’ financial position, risk tolerance, time horizon and tax profile, recommending equities, fixed income, mutual funds, ETFs, REITs and, in some cases, options. Highstone generally manages assets on a non‑discretionary basis—clients must approve transactions—which is less common among supported firms and means each trade is typically subject to client consent.
Highstone’s advisors are also registered representatives of a broker‑dealer and licensed insurance agents, and the firm maintains affiliated insurance and accounting entities; those relationships result in the ability to earn commissions on certain insurance and brokered transactions and create potential conflicts of interest disclosed in the brochure. The firm also limits some recommendations to products approved by its broker‑dealer, which can narrow available investment options compared with peers.
Client services
Expertise
Fee options
$0 - $1,000,000.00: 1.50% annually $1,000,000.01 - $2,500,000.00: 1.25% annually $2,500,000.01 - $5,000,000.00: 1.00% annually $5,000,000.01+: 0.75% annually
Commissions on insurance products and some securities transactions through affiliated broker-dealer
$150 to $350 per hour depending on service complexity
Account minimum: $50,000 Fee-only: $150 to $350 per hour depending on complexity, negotiable
Main office
4205 Dover Road
Richmond VA 23221
Advisors at this office
3
Most active in
Maryland · Virginia
Also doing business as
Comprehensive Financial Benefits Planners, Inc. · Comprehensive Financial Investment Advisors, Inc. · Comprehensive Financial Planning Corp., Dba · Comprehensive Financial Planning Corporation · Highstone Group
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Amy C
CFP®, ChFC®, Series 63, Series 65
Richmond, VA
Highstone Group
Amy Clark is a CFP® and ChFC® with 29 years of experience in financial advisory. She has been with Highstone Group since 2002 and also has experience with Silver Oak Securities and Securities Service Network. In addition to her advisory work, she is involved in insurance services through Comprehensive Financial Insurance Services, where she works with clients on life, health, disability, and long-term care insurance policies. Highstone Group provides investment advisory, financial planning, tax-planning, and consulting services primarily to individual clients and households, including high-net-worth clients, trusts, IRAs, and businesses. The firm offers individualized portfolio management based on client-specific profiles and uses fundamental analysis across a range of investment products, generally managing accounts on a non-discretionary basis with regular monitoring.
Ronald H
CFP®, ChFC®, Series 63
Richmond, VA
Highstone Group
Ronald Hochstein is a CFP® and ChFC® with 47 years of experience in the financial industry. He is associated with Highstone Group and has held various roles across related businesses, including Comprehensive Financial Planning Corporation and Comprehensive Financial Insurance Services, with involvement in areas such as financial planning, insurance, and business consulting. Hochstein is also the sole owner of Comprehensive Financial Group, LLC, which provides accounting and tax preparation services. Highstone Group offers advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm provides comprehensive financial planning, tax planning, investment consulting, and portfolio management, focusing on individualized asset allocations and typically managing assets on a non-discretionary basis that requires client approval for transactions.
Justin H
Series 63, Series 65
Richmond, VA
Highstone Group
Justin Hochstein is a financial advisor with Highstone Group in Richmond, VA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Highstone Group since 2002 and Silver Oak Securities since 2018. He is also the sole owner of Hochstein RIA, a fee-based registered investment advisor firm focused on managing investment portfolios and financial planning. Highstone Group provides advisory services to individuals, businesses, trusts, and retirement accounts, serving 174 client households with approximately $263.9 million in assets under management. The firm offers comprehensive financial planning, tax planning, investment consulting, and portfolio management, generally managing assets on a non-discretionary basis with client approval required for transactions.
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