Highland Investment Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,500⁠-⁠$10,000

“The professional fees for our Financial Planning and Consulting services generally range from $3,500 to $10,000, or more, depending on the scope and complexity of the engagement.”

Monthly fee

$175/mo

“SUBSCRIPTION-BASED FINANICAL PLANNING Subscription-based financial planning is available for a fee starting at $175/month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Highland Investment Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “For all future periods, the Advisory Fee will be assessed and payable each billing period, in arrears, based on the balance of Client’s managed assets as of the prior period -end, in accordance with the fee schedule listed in the Agreement.”

How Highland Investment Advisors LLC’s fees compare

• Its flat or project fee of $3,500-$10,000 spans the Florida median of $4,900. 69% of the 320 other Florida planners that publish a flat or project fee charge less.

About Highland Investment Advisors LLC

• Principal: Adam Drake
• Firm size: 11 employees.
• Credentials named in the brochure: CFA.
• Founded: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

593

Employees

11

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$368,267,860

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

141694

Website

highlandinvestmentadvisors.com (opens in new tab)

Phone

(414) 755-2309

Can advise clients in 13 states: Arizona, California, Florida, Illinois, Minnesota, North Carolina, North Dakota, Oklahoma, Oregon, Texas, Virginia, Washington, Wisconsin

Other planners in Ponte Vedra that publish fees

• Caleo Capital N.A. LLCPonte Vedra$250/hr, $25,000/yr
• Crewson FinancialPonte Vedra$250/hr, $4,900
• Diablo Investment Advisors, LLCPonte Vedra$300/hr
• Lighthouse RetirementPonte Vedra$1,000/yr

Compare all 6 planners in Ponte Vedra