Ryan Moran
Highland Investment Advisors · Brookfield, Wisconsin
Ryan Moran is a fee-only financial advisor at Highland Investment Advisors in Brookfield, Wisconsin, who holds the CFP and CFA credentials. Ryan 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 | 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 |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WI · CRD 6984569 |
| Exams passed | Series 63 (2018) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.highlandinvestmentadvisors.com |
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Questions about Ryan
Is Ryan Moran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Highland Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Ryan charge?
According to Highland Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Ryan Moran based?
Ryan Moran is based in Brookfield, Wisconsin.
What does Ryan specialize in?
Ryan's specialties include retirement planning, physicians & residents, tax planning and estate & legacy planning. Ryan works with physicians, founders, executives, retirees and pre-retirees.
What credentials does Ryan Moran hold?
Ryan Moran holds the CFP and CFA credentials.
Is Ryan Moran registered with the SEC?
Yes. Ryan Moran is registered as an investment adviser representative in WI (CRD 6984569), 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 Ryan Moran?
Through Ryan'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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