Adam Drake
Highland Investment Advisors · Ponte Vedra, Florida
Adam Drake is a fee-only financial advisor at Highland Investment Advisors in Ponte Vedra, Florida, who holds the CFA credential. Adam 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.
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Specialties
Who they serve
- Physicians
- Founders
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Highland Investment Advisors |
|---|---|
| Based in | Ponte Vedra, Florida |
| 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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, ND, OR, TX, WA, WI · CRD 3234115 |
| Exams passed | Series 63 (2000) · Series 65 (2005) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.highlandinvestmentadvisors.com |
| Profile |
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Questions about Adam
Is Adam Drake a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam 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 Adam charge for financial advice?
Adam's firm, Highland Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Adam charge?
According to Highland Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Adam Drake based?
Adam Drake is based in Ponte Vedra, Florida.
What does Adam specialize in?
Adam's specialties include retirement planning, physicians & residents, tax planning and estate & legacy planning. Adam works with physicians, founders, executives, retirees and pre-retirees.
What credentials does Adam Drake hold?
Adam Drake holds the CFA credential.
Is Adam Drake registered with the SEC?
Yes. Adam Drake is registered as an investment adviser representative in FL, ND, OR, TX, WA and WI (CRD 3234115), 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 Adam Drake?
Through Adam'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.
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