Richard Kitick
Richard Kitick is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in St. Charles, IL, with 21 years of industry experience. Richard 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
10 West Illinois Street, Suite 120, St. Charles, IL, 60174
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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.
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Richard operates under the DBA OnPath Financial, LLC since 2007. He is also a registered investment advisor with Highpoint Planning Partners and Highpoint Advisor Group, spending nearly full-time on the latter. Additionally, Richard is an assistant coach for the Cyclones Amateur Hockey Association, dedicating a few hours per week.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
LPL Financial LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations21 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.