Vetted Advisor's Table

HIGHLAND Financial Advisors, LLC

Tel: 973-557-2933
1680 Route 23 N
Suite 210
Wayne, NJ 07470
HIGHLAND Financial Advisors, LLC | Financial Advisor in Wayne ,NJ

What We Do Matters

About HIGHLAND Financial Advisors, LLC

We are an independent Registered Investment Advisory firm serving high-net-worth families and individuals nationwide from our location in Wayne, NJ. We differ from other firms because we emphasize a team approach to managing your finances and investments. Though you work with a primary wealth advisor, you always receive the support of our entire team. And because we are a fee-only, fiduciary advisor, you can rest assured that our recommendations are made in your best interest, not so we can earn a commission.

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General Information

Firm Start Year:   1987
No. of Employees:   10-19
Insurance License#:   N/A
Name of Custodial Firm:   Charles Schwab
States Licensed in:   NJ
Number of Years with Current Firm:   27
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts


Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Options & Futures, Insurance, Mutual Funds, Commodities, Annuities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Your Office, Video Conference

Firm Information

Firm's Number of Clients:   268
Firm's Number of Planning Clients:   268
Firm's Number of Managed Clients:   268
Assets Managed by Firm:   $460,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   $1,000,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   1%
Hourly Rate:   N/A
Minimum Fee Charged for Managed Accounts:   $10,000
Minimum Fee Charged for Hourly Planning Accounts:   N/A


Do you have a customer satisfaction or refund policy?

Clients can terminate their agreement at any time and will be refunded any remainder of their quarterly fee.

Why should I choose you as my financial advisor?

You should choose us as your financial advisor for our three unique qualities. Some firms may have one or two of these, but we believe we are the only firm with all three: 1) We are a Real Fiduciary Advisor. 2) We use a team approach when it comes to financial planning. 3) All clients received a personalized wealth management plan.

How do you charge for your services?

We charge 1% on the first $1,000,000, .5% on assets between $1,000,000 and $10,000,000, and .25% on assets above $25,000,000.

What financial institution(s) do you represent?

We are a 100% independent firm and do not represent any financial institutions.



Registered Investment Advisor:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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