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Highpoint Planning Partners, LLC (Downers Grove)


Highpoint Planning Partners, LLC is a large advisory firm based in Downers Grove. It manages $642.6 million of regulatory assets for 10,269 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.

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Highpoint Planning Partners provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Highpoint Planning Partners: assets under management

The assets under management (AUM) of Highpoint Planning Partners, LLC is $642.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 508% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $642.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.58 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Highpoint Planning Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Downers Grove

The principal office where Highpoint Planning Partners, LLC performs its advisory services is located at 2001 Butterfield Road, Downers Grove, IL 60515, which is also the mailing address of the firm. An additional office of the firm is in North Aurora, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-719-9222 or by fax 630-719-9221. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.highpointplanningpartners.com.


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