Laurel Fitzsimmons
Highland Consulting Associates · Cleveland, Ohio
Laurel Fitzsimmons is a fee-only financial advisor at Highland Consulting Associates in Cleveland, Ohio, who holds the CFP credential. Highland Consulting Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Laurel →
Facts
| Firm | Highland Consulting Associates |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $21.93B across 468 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 8150378 |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.highlandusa.net |
How Laurel's firm compares
- Highland Consulting Associates's average account is about $46.9 million, from its Form ADV (assets managed divided by 468 accounts).
Request an introduction to Laurel
Tell Laurel a little about what you're looking for. Laurel 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 Laurel
Is Laurel Fitzsimmons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laurel holds no broker registration, and Highland Consulting Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Laurel charge for financial advice?
Laurel's firm, Highland Consulting Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Laurel Fitzsimmons based?
Laurel Fitzsimmons is based in Cleveland, Ohio.
What credentials does Laurel Fitzsimmons hold?
Laurel Fitzsimmons holds the CFP credential.
Is Laurel Fitzsimmons registered with the SEC?
Yes. Laurel Fitzsimmons is registered as an investment adviser representative in OH (CRD 8150378), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highland Consulting Associates manage?
Highland Consulting Associates reports $21.93B across 468 accounts in assets under management.
How do I contact Laurel Fitzsimmons?
Through Laurel's website, www.highlandusa.net.
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
- 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.