Highland Financial Advisors, LLC
Assets Under Management
$503.8M
Number of Clients
318
Number of Advisors
5
Average Client AUM
$1.6M
AUM per Advisor
$100.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HIGHLAND Financial Advisors, LLC offers financial planning and investment advisory services to individuals, families, pension and profit-sharing plans, and business entities. They are compensated directly by clients and do not receive third-party compensation.
Fee Structure
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
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Location
1680 Route 23, Suite 210, Wayne, NJ, 07470
