Highline Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“SERVICE ANNUAL FEE Up to $2M 0.50% $2M and above 0.25% Financial Planning Services As described in Item 4 of this brochure, Highline offers fee-only financial planning within the Financial Planning Services line of business at an estimated base rate of $500 per hour utilizing the Financial Planning Services Contract.”

Flat or project fee

$5,000

“Enterprise Support Services Highline’s Enterprise Support Services are billed as a flat fee of $5,000 in advance, typically, for initial review, due diligence, and onboarding.”

Monthly fee

$500⁠-⁠$2,000/mo

“In addition, a monthly ongoing rate of $500 - $2,000 per month may be charged based on the enterprise’s complexity and based on mutual written agreement.”

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

How Highline Wealth Partners bills

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

• “Highline’s annual management fees are billed on a quarterly basis in advance and are based on the rate indicated in the client’s Investment Advisory Agreement.”
• “The fee is charged in advance on a calendar quarter basis.”
• “If applicable, Highline provides an invoice to clients within 30 business days of the end of each calendar quarter.”

How Highline Wealth Partners’ fees compare

• Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Sherman Oaks that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.

About Highline Wealth Partners

• Firm size: 17 employees.
• Credentials named in the brochure: CFP® and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 1976 (50 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Insurance analysis

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% a year

Minimum

$10,000 minimum fee (stated in brochure)

Clients

320

Employees

17

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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$867,921,688

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284712

Website

linkedin.com/company/3536764 (opens in new tab)

Phone

(818) 340-0157

Can advise clients in 6 states: California, District of Columbia, Florida, Nebraska, New York, Texas

Other planners in Sherman Oaks that publish fees

• Billfold Budget CounselingSherman Oaks$250/hr, $200/mo
• Morse Group Investment AdvisorsSherman Oaks$250/hr, $1,000⁠-⁠$10,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

Compare all 5 planners in Sherman Oaks