Brandy Lynn Harrington

CFP

Highpoint Planning Partners

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

Highpoint Planning Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

113 advisors

Number of Clients

8,096 clients

Average Client Portfolio

$494K average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$5K

Location

3140 Finley Road, Suite C, Downers Grove, IL, 60515

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Highpoint Planning Partners

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Highpoint Planning Partners

November 2016 - December 2021 · 5 yrs 1 mo

Tc Wealth Partners, LLC

September 2016 - November 2016 · 2 mos

State Registrations2 states

AZIL

Advisor

Exams

No exam information available for this advisor.