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CFP
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CFP

Jeffrey Menough

Highpoint Planning Partners
33 Years of Experience
Downers Grove, IL
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Menough is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 33 years of industry experience. Jeffrey 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.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
112 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

View Full SEC Brochure

Location

2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515

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History

Regulatory History (2)
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
June 2016
Closed-No Action
Customer Dispute
April 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is involved with Onpath Financial, LLC, One Resource Group (selling non-variable insurance), Highpoint Planning Partners, Highpoint Advisor Group, LLC, and Menough Wealth Management LLC. He spends about half his time with Highpoint Advisor Group, LLC and about 10-20% of his time with Highpoint Planning Partners.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
July 2010 - Present · 15 yrs 10 mos
Previous Registrations
Highpoint Planning Partners
November 2013 - December 2021 · 8 yrs 1 mo
LPL Financial LLC
July 2010 - October 2015 · 5 yrs 3 mos
Ameriprise Financial Services, INC.
October 2009 - July 2010 · 9 mos
Ameriprise Financial Services, INC.Broker
October 2009 - July 2010 · 9 mos
Ameriprise Advisor Services, INC.Broker
May 2006 - October 2009 · 3 yrs 5 mos
Ameriprise Advisor Services, INC.
May 2006 - October 2009 · 3 yrs 5 mos
A. G. Edwards & Sons, INC.
June 2001 - June 2006 · 5 yrs
A. G. Edwards & Sons, INC.Broker
February 1994 - June 2006 · 12 yrs 4 mos
Waterhouse Securities, INC.Broker
December 1992 - February 1994 · 1 yr 2 mos
Kober Financial CORP.Broker
June 1992 - June 1992 · 0 mos
Oppenheimer & CO., INC.Broker
April 1992 - June 1992 · 2 mos
Chatfield Dean & CO., INC.Broker
February 1992 - March 1992 · 1 mo
State Registrations12 states
AZCOFLILINMIMONCOHSCTXWI
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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