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Tina Meckaroski

15 Years of Experience
Downers Grove, IL
Broker

Tina Meckaroski is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 15 years of industry experience. Tina 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

2655 Warrenville Road, Suite 110, 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

Tina is involved with HighPoint Planning Partners, LLC as a DBA for her LPL business since November 2023, dedicating full-time hours. She also provides financial planning and consulting services through HighPoint Advisor Group, an independent investment advisor firm, since January 2024, also dedicating full-time hours, and Aura Wealth Management LLC since June 2025, also dedicating full-time hours.

Employment History
Current Registrations
Highpoint Planning Partners
January 2024 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLC
December 2023 - January 2024 · 1 mo
Pimco Investments LLCBroker
January 2020 - May 2022 · 2 yrs 4 mos
Nuveen Securities, LLCBroker
June 2016 - January 2020 · 3 yrs 7 mos
Nuveen Asset Management, LLC
June 2016 - January 2020 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - May 2016 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2012 - May 2016 · 3 yrs 6 mos
Morgan Stanley
August 2010 - November 2012 · 2 yrs 3 mos
Morgan StanleyBroker
August 2010 - November 2012 · 2 yrs 3 mos
Ameriprise Financial Services, INC.
September 2009 - August 2010 · 11 mos
Ameriprise Financial Services, INC.Broker
March 2009 - August 2010 · 1 yr 5 mos
State Registrations3 states
GAILIN
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.
Tina Meckaroski - Financial Advisor | TrueAdvisor