Highland Financial, LLC

Highland Financial, LLC is a fee-only investment adviser registered with the securities regulator of Utah, with its main office in Provo, Utah. On its latest Form ADV, filed June 24, 2026, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Utah
Firm CRD number	334937
Office	4844 N 300 W Ste 300 Provo, UT 84604
Phone	(801) 577-3445
Website	Not listed
Regulatory assets under management	Not reported
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Percentage of assets
Services	Portfolio management
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	June 24, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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