Highpoint Planning Partners
Downers Grove, IL·SEC-registered · CRD #316636
Highpoint Planning Partners is an SEC-registered investment advisory firm in Downers Grove, IL managing $4.8B across 16k client accounts, with 102 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.8B
Client accounts
16k
Advisory staff
102
Fee model
Fee-based
How Highpoint Planning Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Highpoint Planning Partners
How much does Highpoint Planning Partners manage?
Per its most recent SEC Form ADV filing (05/14/2026), Highpoint Planning Partners reports $4.8B in regulatory assets under management across roughly 16k client accounts.
How does Highpoint Planning Partners charge?
Highpoint Planning Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Highpoint Planning Partners a fiduciary?
Yes. Highpoint Planning Partners is registered with the U.S. Securities and Exchange Commission (CRD #316636), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Highpoint Planning Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Highpoint Planning Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Highpoint Planning Partners's public SEC Form ADV filing (CRD #316636, filed 05/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Highpoint Planning Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Highpoint Planning Partners? Claim this profile.