JD
CFP
JD
CFP

John Duckworth

13 Years of Experience
Downers Grove, IL

John Duckworth is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 13 years of industry experience. John 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
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.

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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

John uses "Black Diamond Planners" as a DBA for his RIA business.

Employment History
Current Registrations
Highpoint Planning Partners
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Patricia A. Heath & Associates, INC.
November 2014 - December 2015 · 1 yr 1 mo
Highpoint Planning Partners
June 2013 - December 2021 · 8 yrs 6 mos
William Blair & Company L.L.C.
August 2006 - August 2007 · 1 yr
State Registrations2 states
ILTX
Advisor

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.
John Duckworth - Financial Advisor | TrueAdvisor