Highland Wealth Advisory LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is $300.”

Flat or project fee

$100⁠-⁠$5,000

“Highland Wealth Advisory LLC 5 Form ADV 2A Version: 3/26/2026 Financial Planning Fees Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $100 and $5,000.”

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

How Highland Wealth Advisory LLC bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with fourteen days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Highland Wealth Advisory LLC’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 5 of the 8 other planners in Rochester that publish an hourly rate charge less.
• Its flat or project fee of $100-$5,000 spans the New York median of $4,500. 29% of the 251 other New York planners that publish a flat or project fee charge less.
• 3 of the 7 other planners in Rochester that publish a flat or project fee charge less.

About Highland Wealth Advisory LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, 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

55

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154031

Website

highlandwealthadvisory.com (opens in new tab)

Phone

(585) 752-1235

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• AlphansoRochester$1,200⁠-⁠$7,200/yr
• Elevation Investment ConsultingRochester$500⁠-⁠$2,000
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Howe and Rusling, Inc.Rochester$1,500/qtr
• Iconoclastic Capital Management LLCRochester$500⁠-⁠$10,000, $6,000/yr

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