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Hyland Lake Partners

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Client assets under management

$93,354,648

Clients

78

41% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

39

Typical

Average account size

$1,196,854

About

Hyland Lake Partners is a fee‑only advisory firm that provides comprehensive financial planning and discretionary investment management to individuals, families, corporations and charitable organizations. The firm’s two registered advisors oversee retirement, education, tax, risk‑management and estate‑planning services and manage roughly $93.4 million in discretionary assets across about 78 client relationships.

The firm describes a consultative, fiduciary approach that customizes portfolios primarily with exchange‑traded funds and mutual funds, rebalancing as needed and pursuing long‑term purchase strategies consistent with client objectives and risk tolerance. Hyland Lake operates on a discretionary basis, does not accept commissions or revenue sharing, and uses a service agreement with NWAM to obtain back‑office support and access to institutional custody through Fidelity and Schwab.

Distinctive aspects compared with many peers include a very small, recently formed advisory team managing substantial AUM per advisor and an internal policy that may decline accounts below roughly $500,000 even though no formal minimum is listed. The firm also separates fixed‑fee comprehensive financial planning (scheduled between $1,000 and $10,000) from its asset‑based management fees, does not charge performance‑based fees, and says it will refuse client‑imposed restrictions it considers operationally onerous.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning

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Fee options

Fixed

Financial planning fees are fixed fees from $1,000 to $10,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $10,000,000: 0.50% $10,000,000+: 0.30%

Other

Fee-only: Financial planning fees range from $1,000 to $10,000 based on scope and complexity

Main office location

Hyland Lake Partners

7401 Metro Blvd, Suite 555

Edina MN 55439, United States

Number of offices

1

Most active in

More info

Minnesota · Texas

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

Quick links

Website 952-658-6226

Advisors at this firm

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user avatar

James B

CFP®, ChFC®, Series 63

Edina, MN

Hyland Lake Partners

James Bryan Jr. is a CFP® and ChFC® with 13 years of industry experience, currently serving as an advisor at Hyland Lake Partners. He previously worked at Northwest Asset Management, Cahill Financial Advisors, and Bluestone Wealth Strategies, where he remains owner of a separate investment-related entity that does not provide advisory services. Hyland Lake Partners is a fee-only advisory firm offering comprehensive financial planning and discretionary investment management to individuals, families, corporations, and charitable organizations. The firm employs a fiduciary, consultative approach, primarily using exchange-traded funds and mutual funds, and manages roughly $93.4 million in discretionary assets across about 78 client relationships.

General retirement planning General tax planning
user avatar

Matthew L

CFP®, Series 65

Edina, MN

Hyland Lake Partners

Matthew Laciskey is a CFP® with four years of industry experience, currently serving as an advisor at Hyland Lake Partners since 2025. His prior roles include positions at Northwest Asset Management, North Point Advisor Group, and NorthRock Partners. Hyland Lake Partners is a fee-only advisory firm providing comprehensive financial planning and discretionary investment management to individuals, families, corporations, and charitable organizations. The firm employs a fiduciary, consultative approach focused on customized portfolios primarily using exchange-traded funds and mutual funds, managing approximately $93.4 million in discretionary assets across about 78 client relationships.

General retirement planning General tax planning
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