BH
CFP

Brandy Lynn Harrington

9 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
113 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Financial Plan Fee:$500 - $20,000
Hourly Rate:Up to $500/hr

HPAG charges fees based on assets under management, financial planning, and hourly consulting. Asset management fees range from 0% to 2.20% annually, billed quarterly in advance. Financial planning and consulting fees are charged hourly (up to $500/hour), as a fixed fee ($500 to $20,000), or as a retainer fee (up to $20,000 annually). Fees are negotiable based on the client's situation.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Loading...

Advisor Information

Office location

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

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 1 mo
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.
Brandy Lynn Harrington - Financial Advisor | AdvisorDiscover