Highpoint Planning Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$20,000

“As a fixed fee, typically ranging from $500 to $20,000, depending on the nature and complexity of each client’s circumstances, payable in advance or upon completion of the plan/project; or 3.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Highpoint Planning Partners bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients will be billed quarterly in advance at the beginning of each calendar quarter based upon the value of the account on the last business day of the previous quarter.”
• “If an Asset Management Agreement is terminated before the end of the billing quarter, the client is entitled to a prorated refund of any pre-paid advisory fee based on the number of days remaining in the quarter after the termination date.”
• “On an hourly basis up to $500 per hour, payable in advance or upon completion of the plan/project; 2.”

How Highpoint Planning Partners’ fees compare

• Its flat or project fee of $500-$20,000 spans the Illinois median of $4,500. 82% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 3 other planners in Downers Grove that publish a flat or project fee charge less.

About Highpoint Planning Partners

• Firm size: 106 employees.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.95% a year

Clients

9,160

Employees

106

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$4,783,000,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

316636

Website

twitter.com/TWGWealthPlan (opens in new tab)

Phone

(630) 719-9222

Can advise clients in 46 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Downers Grove that publish fees

• Bentley Financial GroupDowners Grove$500⁠-⁠$20,000
• Capstone Financial Advisors IncDowners Grove$150⁠-⁠$400/hr, $1,000⁠-⁠$30,000
• Clement Street Capital LLCDowners Grove$300/hr
• JMG Financial Group LTDDowners Grove$100⁠-⁠$600/hr, $10,000⁠-⁠$50,000
• Opus Financial Solutions LLCDowners Grove$350/hr, $2,500/qtr

Compare all 10 planners in Downers Grove