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).

Current Firm Details
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515
https://www.facebook.com/roundhillwealth/
By the Numbers
  • Total Assets Under Management
    3,001
    MILLION
  • Total Number of Accounts
    13,229
    ACCOUNTS
  • Average Account Value
    $226,850
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Highpoint Planning Partners
Showing 1 - 10 of 80 top financial advisors.
1
Gregory Reichold, financial advisor Oak Park IL
Gregory A. Reichold
CRD#: 5648094
400 Lake Street, Oak Park, IL 60302
Gregory Reichold (CRD# 5648094) is an Investment Advisor Representative working at Highpoint Planning Partners in Oak Park, IL and has over 13 years of experience in the finance industry. Gregory Reichold has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Peter Aldworth, financial advisor Downers Grove IL
Peter M. Aldworth
CRD#: 6117375
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

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.

3
Eric Bartlett, financial advisor Volo IL
Eric J. Bartlett
CRD#: 5098332
Volo, IL

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.

4
Jerome Bellm, financial advisor Downers Grove IL
Jerome A. Bellm
CRD#: 2263859
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

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.

5
John Boyer, financial advisor Des Plaines IL
John L. Boyer
CRD#: 4523916
2340 South River Road, Suite 108, Des Plaines, IL 60018

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.

6
Kevin Brainerd, financial advisor Downers Grove IL
Kevin A. Brainerd
CRD#: 5546386
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

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.

7
Christopher Breitenbach, financial advisor Saint Charles IL
Christopher J. Breitenbach
CRD#: 5457671
10 West Illinois Street, Suite 120, Saint Charles, IL 60174

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.

8
Douglas Brymer, financial advisor Naperville IL
Douglas F. Brymer
CRD#: 2610310
280 Shuman Blvd, Suite 140, Naperville, IL 60563

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.

9
Erin Carter, financial advisor Downers Grove IL
Erin K. Carter
CRD#: 6179157
2651 Warrenville Road, Suite 200, Downers Grove, IL 60515

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.

10
James Chase, financial advisor Irvine CA
James D. Chase
CRD#: 4720062
1 Park Plaza, Suite 600, Irvine, CA 92614

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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