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They include 69 high-net-worth individuals, 41 individual clients and 1 charitable organization.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does HighRoad Wealth Advisors offer?","answer":"HighRoad Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does HighRoad Wealth Advisors charge?","answer":"HighRoad Wealth Advisors charges 0.25%–1.50% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"FORM ADV2A/2B, filed 26 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does HighRoad Wealth Advisors use?","answer":"HighRoad Wealth Advisors’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $189M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does HighRoad Wealth Advisors have?","answer":"HighRoad Wealth Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does HighRoad Wealth Advisors invest in?","answer":"At the end of its last fiscal year, HighRoad Wealth Advisors’ separately managed accounts held 91% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns HighRoad Wealth Advisors?","answer":"HighRoad Wealth Advisors’ direct owners are Jason Finnigan (50% to 75%) and Joshua Snoddy (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does HighRoad Wealth Advisors get paid?","answer":"HighRoad Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact HighRoad Wealth Advisors?","answer":"HighRoad Wealth Advisors’ main office is at 170 S. 2nd Street, Suite 201, Coos Bay, OR 97420. Its phone number is 541-266-7623. 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ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}