Hyline Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$80,833,627
Clients
194
Advisors
1
of 1 employees
About
The firm serves individuals and also works with corporations, employer-sponsored retirement plans, and other institutional-type clients, providing comprehensive portfolio management, financial planning, investment analysis, and consulting. It offers both ongoing asset management across public and private securities (stocks, bonds, ETFs, mutual funds, and options) and standalone planning or consulting delivered through a web-based client planning portal.
Investment decisions draw on a mix of charting, fundamental, technical and cyclical analysis and may employ long- and short-term positions, trading, margin, short sales and options strategies; portfolios are tailored to client goals and reviewed at least annually (quarterly for certain accounts), with discretionary management applied to most advisory assets. For retirement-plan engagements the firm provides plan design, fund selection assistance, QDIA recommendations, participant education and acknowledges ERISA fiduciary responsibilities under its consulting agreements, while generally not providing active asset management within those consulting arrangements.
What is distinctive compared with many peers is the firm’s regular work with corporate and institutional clients, including pension and profit-sharing plans, and the explicit offering of pension consulting and retirement-plan services. The brochure also discloses that the adviser is licensed to sell insurance and publishes financial materials—activities described as limited in time and addressed as potential conflicts under the firm’s policies.
Client services
Expertise
Fee options
Flat fees for ongoing financial planning and consulting services, minimum annual $1,200; one-time flat fees for planning, analysis, or consulting
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually Over $2,000,000+: 0.50% annually
Hourly rates range from $150 to $250 per hour depending on scope and complexity
Account minimum: $1,200 (minimum annual fee) Minimum fee: Minimum annual fee of $1,200, typically billed monthly at $100/month or quarterly at $300/quarter Fee-only: Flat fees for financial planning, investment analysis, and consulting services; ongoing flat fee minimum $1,200/year, one-time fees also charged; hourly rates $150-$250/hour
Main office
221 S Phillips Ave, Suite 207
Sioux Falls SD 57104
Advisors at this office
1
Most active in
Iowa · Minnesota · South Dakota · Texas
Also doing business as
Hyline Wealth · Hyline 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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)