Highpoint Planning Partners
Highpoint Planning Partners (CRD# 316636) is a financial advisory firm headquartered in Downers Grove, IL. They manage $3,001,000,000 in 13,229 accounts and serve the financial needs of clients across 48 states (or territories).
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Total Assets Under Management3,001MILLION
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Total Number of Accounts13,229ACCOUNTS
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Average Account Value$226,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Peter Aldworth (CRD# 6117375) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 10 years of experience in the finance industry.
Eric Bartlett (CRD# 5098332) is an Investment Advisor Representative working at Highpoint Planning Partners in Volo, IL and has over 16 years of experience in the finance industry.
Jerome Bellm (CRD# 2263859) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 31 years of experience in the finance industry.
John Boyer (CRD# 4523916) is an Investment Advisor Representative working at Highpoint Planning Partners in Des Plaines, IL and has over 21 years of experience in the finance industry.
Kevin Brainerd (CRD# 5546386) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 15 years of experience in the finance industry.
Christopher Breitenbach (CRD# 5457671) is an Investment Advisor Representative working at Highpoint Planning Partners in Saint Charles, IL and has over 16 years of experience in the finance industry.
Douglas Brymer (CRD# 2610310) is an Investment Advisor Representative working at Highpoint Planning Partners in Naperville, IL and has over 28 years of experience in the finance industry.
Erin Carter (CRD# 6179157) is an Investment Advisor Representative working at Highpoint Planning Partners in Downers Grove, IL and has over 10 years of experience in the finance industry.
James Chase (CRD# 4720062) is an Investment Advisor Representative working at Highpoint Planning Partners in Irvine, CA and has over 19 years of experience in the finance industry.