Calvin Rowland is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 26 years of industry experience. Calvin 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
Get directionsHistory
Regulatory History
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 →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
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Brooklight Place Securities, INC.
Brooklight Place Securities, INC.Broker
H&r Block Financial Advisors, INC.Broker
Olde Discount CorporationBroker
State Registrations53 states
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.