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CFP

Steven Kellar

Highpoint Planning Partners
33 Years of Experience
Downers Grove, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Steven Kellar is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 33 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,258 clients with $4.8B in assets under management.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,258 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

Annual asset management fees range from 0% to 2.20% and are negotiable. LPL sponsored advisory programs have separate fee schedules with maximum annual fees ranging from 1.35% to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2655 Warrenville Road, Suite 110, Downers Grove, IL, 60490

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Steven has been involved with non-variable insurance since 1985, dedicating about a quarter of his time to it. He also operates under the DBA IHT Wealth Management for his LPL business since 2021 and is a registered representative with LPL Financial since 2021.

Employment History
Current Registrations
Highpoint Planning Partners
July 2025 - Present · 1 yr 3 mos
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Iht Wealth Management LLC
December 2020 - July 2025 · 4 yrs 7 mos
Sheridan Road
September 2018 - December 2020 · 2 yrs 3 mos
Independent Financial Partners
October 2010 - January 2019 · 8 yrs 3 mos
Sheridan Road Advisors, LLC
September 2010 - December 2010 · 3 mos
Nrp Advisors, INC.
September 2009 - December 2010 · 1 yr 3 mos
MML Investors Services, INC.
June 2005 - September 2009 · 4 yrs 3 mos
MML Investors Services, INC.Broker
April 2004 - September 2009 · 5 yrs 5 mos
MML Investors Services, INC.Broker
January 2000 - December 2001 · 1 yr 11 mos
Strategic Assets INC.Broker
May 1998 - November 2000 · 2 yrs 6 mos
Guardian Investor Services CorporationBroker
February 1997 - June 1998 · 1 yr 4 mos
Mony Securities CORP.Broker
July 1996 - January 1997 · 6 mos
Lincoln Financial Advisors CorporationBroker
June 1993 - October 1995 · 2 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
June 1993 - October 1995 · 2 yrs 4 mos
New England SecuritiesBroker
November 1989 - June 1993 · 3 yrs 7 mos
State Registrations2 states
ILIN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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