Fee-only adviser · San Diego, CA
Highlands Wealth Advisors, LLC
Highlands Wealth Advisors, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in San Diego, California. On its latest Form ADV, filed February 4, 2026, it reports $33M in regulatory assets under management, 23 individual clients and 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: California |
|---|---|
| Firm CRD number | 156428 |
| Office | 9920 Pacific Heights Blvd Suite 150 San Diego, CA 92121 |
| Phone | (858) 794-1454 |
| Website | www.highlandswealthadvisors.com |
| Regulatory assets under management | $33M |
| Individual clients | 17 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 4, 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.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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.
Other fee-only advisers in San Diego
- Pure Financial Advisors, LLC $11.1B
- Nectarine Not reported
- Telos Capital Management, Inc. $1.6B
- Tidemark, LLC $463M
- Wilsey Asset Management Incorporated $768M
- Premier Wealth Advisors, LLC $695M
See all 106 fee-only advisers in San Diego →
Nearby
- La Jolla 23 firms
- Del Mar 6 firms
- La Mesa 2 firms
- Solana Beach 4 firms
- Coronado 4 firms
- Rancho Santa Fe 7 firms
- El Cajon 1 firm
- Poway 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Highlands Wealth Advisors, LLC? Update this listing.