Arash Kadivar is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Naperville, IL, with 15 years of industry experience. Arash 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
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
Location
1807 W Diehl Road, #105M, Naperville, IL, 60563
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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.
Learn about disclosures →Other Business Activities
Arash operates under several DBAs for his LPL business, including TWG Wealth Partners and TWG Wealth Planning. He also provides administrative support to Highpoint Advisor Group, an independent investment advisor firm, dedicating a few hours per week to TWG Wealth Planning/R Knapp Financial.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Alps Portfolio Solutions Distributor, INC.Broker
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Fs2 Capital Partners, LLCBroker
Jackson National Life Distributors LLCBroker
Waterstone Financial Group, INC.Broker
State Registrations1 state
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
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