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Calvin Rowland

Highpoint Planning Partners
26 Years of Experience
Downers Grove, IL
Broker
View SEC Summary
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Calvin Rowland is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 26 years of industry experience. Calvin 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

2651 Warrenville Road, Suite 200, 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.

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Other Business Activities

Calvin operates under several DBAs for his LPL business, including Professional Wealth Advisors, PWA, LLC, and Highpoint Planning Partners LLC. He also provides investment advisory services through HighPoint Advisor Group, LLC, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Highpoint Planning Partners
December 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
December 2024 - Present · 1 yr 10 mos
Previous Registrations
Prudential Financial Planning Services
October 2016 - December 2024 · 8 yrs 2 mos
Pruco Securities, LLC.Broker
January 2016 - December 2024 · 8 yrs 11 mos
Metlife Securities INC.
December 2014 - January 2016 · 1 yr 1 mo
Metlife Securities INC.Broker
August 2014 - January 2016 · 1 yr 5 mos
Brooklight Place Securities, INC.
October 2003 - August 2014 · 10 yrs 10 mos
Brooklight Place Securities, INC.Broker
March 2003 - August 2014 · 11 yrs 5 mos
H&r Block Financial Advisors, INC.Broker
March 2000 - February 2003 · 2 yrs 11 mos
Olde Discount CorporationBroker
July 1999 - November 1999 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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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