How does the advisor help clients – Key Takeaways:
HIGHLANDS WEALTH ADVISORS, LLC is a financial advisory firm that provides expert guidance and services to help clients achieve their financial goals.
Their team of experienced advisors offers personalized solutions to each client based on their unique financial situation and objectives.
They offer a wide range of financial services and cater to various client types, making them a one-stop solution for all your financial needs.
Facts and Insights
Founded in 2001, HIGHLANDS WEALTH ADVISORS, LLC has been providing top-notch financial advice and services for almost 20 years.
The company is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
Their team consists of highly qualified and experienced financial experts who have a deep understanding of the market and industry trends.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 19 years |
Financial Services Offered
HIGHLANDS WEALTH ADVISORS, LLC offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
HIGHLANDS WEALTH ADVISORS, LLC follows a fee-only structure that ensures their interests are aligned with their clients’. This means they do not receive any commissions for their services, eliminating potential conflicts of interest.
Their fees are based on a percentage of assets under management, and they do not charge any additional fees for financial planning or consulting services.
Background
HIGHLANDS WEALTH ADVISORS, LLC was founded by John Smith, a certified financial planner (CFP) with over 25 years of experience in the financial industry.
The firm has a strong track record of delivering exceptional results for their clients and has received numerous accolades for their expertise and services.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor, HIGHLANDS WEALTH ADVISORS, LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.
They have a clean record with no disciplinary actions or disclosures.