Be advised. This firm is no longer registered.

Highpoint Planning Partners

Highpoint Planning Partners (CRD# 163768) is a financial advisory firm headquartered in Downers Grove, IL. They manage $2,739,432,000 in 7,201 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,739
    MILLION
  • Total Number of Accounts
    7,201
    ACCOUNTS
  • Average Account Value
    $380,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, 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, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Highpoint Planning Partners
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.