Arash Kadivar is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 14 years of industry experience. Arash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.
Location
2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Arash operates under several DBAs for his LPL business, including TWG Wealth Partners and TWG Wealth Planning. He also provides administrative support to Highpoint Advisor Group, an independent investment advisor firm, dedicating a few hours per week to TWG Wealth Planning/R Knapp Financial.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Alps Portfolio Solutions Distributor, INC.Broker
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Fs2 Capital Partners, LLCBroker
Jackson National Life Distributors LLCBroker
Waterstone Financial Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.