Firm
Highline Wealth Partners
Sherman Oaks, California
Fee-only
Facts
| Based in | Sherman Oaks, California |
|---|---|
| Website | charlesworthrugg.com |
| Phone | (818) 340-0157 |
Highline Wealth Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"Our Private Wealth Service for clients with a minimum of $1 million in investable assets" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $868 million |
| Individual clients | 229 |
| Financial planning | Offered |
| Form ADV filed | June 22, 2026 |
| SEC record | CRD 284712 |