Lonniece McDonald
Highland Financial Advisors · Wayne, New Jersey
Lonniece McDonald is a fee-only financial advisor at Highland Financial Advisors in Wayne, New Jersey, who holds the CFP credential. Highland Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Highland Financial Advisors |
|---|---|
| Based in | Wayne, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $640.0M across 1,151 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 7323825 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.highlandplanning.com |
How Lonniece's firm compares
- Highland Financial Advisors's average account is about $556,000, from its Form ADV (assets managed divided by 1,151 accounts).
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Questions about Lonniece
Is Lonniece McDonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lonniece holds no broker registration, and Highland Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lonniece charge for financial advice?
Lonniece's firm, Highland Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lonniece McDonald based?
Lonniece McDonald is based in Wayne, New Jersey.
What credentials does Lonniece McDonald hold?
Lonniece McDonald holds the CFP credential.
Is Lonniece McDonald registered with the SEC?
Yes. Lonniece McDonald is registered as an investment adviser representative in NJ (CRD 7323825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highland Financial Advisors manage?
Highland Financial Advisors reports $640.0M across 1,151 accounts in assets under management.
How do I contact Lonniece McDonald?
Through Lonniece's website, www.highlandplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wayne
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.
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