Firm
Highland Financial Advisors, LLC
Wayne, New Jersey
Fee-only
Highland Financial Advisors, LLC at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 8 advisors are listed here; all hold the CFP.
- Its Form ADV reports 12 employees and 328 individual clients, 139 of them high net worth.
- Its average account is about $556,000 (assets it manages divided by its 1,151 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Wayne, New Jersey |
|---|---|
| Website | highlandplanning.com |
| [email protected] | |
| Phone | (973) 557-2933 |
Highland Financial Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"The cost is 1% of the assets on the first $2,000,000" source
"The cost is 1% of the assets on the first $2,000,000, 0.75% on the next $1,000,000" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $640 million |
| Individual clients | 189 |
| High-net-worth clients | 139 |
| Accounts managed | 1,151 |
| Employees | 12 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-64369) |
| Financial planning | Offered |
| Form ADV filed | September 18, 2026 |
| SEC record | CRD 125838 |
Advisors at this firm (8)
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