Highmark
23yrs
More experience than 68% of advisors nationwide
About the firm
A registered investment advisory firm based in Brentwood, Tennessee. It manages about $59.5 million for roughly 60 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$992,064
Assets under management ?$59.5 million
Individual clients60
Median years of experience23
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Advisors at Highmark
2Advisors
23Median years of experience
1States with offices
–Offices
Also known as
About Highmark
How do I contact Highmark?
Call the main office at (615) 970-8585. The main office is at 109 West Park Drive Suite 120, Brentwood, TN 37027.
How is Highmark paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Highmark offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers.
How many advisors work at Highmark?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.