Abbigail Kuna
Highland Investment Advisors · Brookfield, Wisconsin
Abbigail Kuna is a fee-only financial advisor at Highland Investment Advisors in Brookfield, Wisconsin. Abbigail focuses on retirement planning, physicians & residents and tax planning. Highland Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Abbigail →
Specialties
Who they serve
- Physicians
- Founders
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Highland Investment Advisors |
|---|---|
| Based in | Brookfield, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $368.3M across 1,412 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8306194 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.highlandinvestmentadvisors.com |
Request an introduction to Abbigail
Tell Abbigail a little about what you're looking for. Abbigail isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Abbigail
Is Abbigail Kuna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Abbigail holds no broker registration, and Highland Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Abbigail charge for financial advice?
Abbigail's firm, Highland Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Abbigail charge?
According to Highland Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Abbigail Kuna based?
Abbigail Kuna is based in Brookfield, Wisconsin.
What does Abbigail specialize in?
Abbigail's specialties include retirement planning, physicians & residents, tax planning and estate & legacy planning. Abbigail works with physicians, founders, executives, retirees and pre-retirees.
Is Abbigail Kuna registered with the SEC?
Yes. Abbigail Kuna is registered as an investment adviser representative in WI (CRD 8306194), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highland Investment Advisors manage?
Highland Investment Advisors reports $368.3M across 1,412 accounts in assets under management.
How do I contact Abbigail Kuna?
Through Abbigail's website, www.highlandinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Highland Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.