Beverly Whitman
Highland Investment Advisors · Ponte Vedra, Florida
Beverly Whitman is a fee-only financial advisor at Highland Investment Advisors in Ponte Vedra, Florida, who holds the CFP credential. Beverly 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 | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6264375 |
| Exams passed | Series 63 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.highlandinvestmentadvisors.com |
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Questions about Beverly
Is Beverly Whitman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beverly 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 Beverly charge for financial advice?
Beverly's firm, Highland Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Beverly charge?
According to Highland Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Beverly Whitman based?
Beverly Whitman is based in Ponte Vedra, Florida.
What does Beverly specialize in?
Beverly's specialties include retirement planning, physicians & residents, tax planning and estate & legacy planning. Beverly works with physicians, founders, executives, retirees and pre-retirees.
What credentials does Beverly Whitman hold?
Beverly Whitman holds the CFP credential.
Is Beverly Whitman registered with the SEC?
Yes. Beverly Whitman is registered as an investment adviser representative in FL (CRD 6264375), 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 Beverly Whitman?
Through Beverly'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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