Highland Financial Advisors, Llc
- Regulatory AUM
- $640M
- Discretionary
- $640M
- Clients
- 361
- Avg AUM / client
- $1.8M
- Accounts
- 1,151
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $70.7M | 11.0% |
| High net worth individuals | 139 | $510M | 79.7% |
| Pension and profit sharing plans | 33 | $56.0M | 8.75% |
| Charitable organizations | Fewer than 5 clients | $3.2M | 0.5% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Reed Charles Fraasa | Managing Member, Chief Compliance Officer | CFP | Aug 1996 (30y) | 75% or more |
| Edward J Leach | Member | CFP | Mar 2018 (8y) | 10% – 25% |
| Anna Marie Mock | Member | CFP | Dec 2018 (8y) | 5% – 10% |
| Gary Henry Hirsh | Registered representative | CFP | Nov 2021 (5y) | |
| Joseph Vincent Goldy | Registered representative | CFP | Jul 2022 (4y) | |
| Sean Patrick Gallagher | Registered representative | CFP | Jul 2025 (1y) | |
| Joey Kenneth Casolaro | Registered representative | CFP | Jul 2025 (1y) | |
| Lonniece Mc Donald | Registered representative | CFP | May 2026 (0y) |
Undisclosed: 0% – 10% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $626M (98% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗