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CFP

Kevin Brainerd

Highpoint Planning Partners
18 Years of Experience
St. Charles, IL
Broker
View SEC Summary
View SEC Summary

Kevin Brainerd is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in St. Charles, IL, with 18 years of industry experience. Kevin 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.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,258 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10 West Illinois Street, Suite 120, St. Charles, IL, 60174

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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

Kevin is associated with Highpoint Advisor Group, LLC and OnPath Financial LLC as a Registered Investment Advisor. He also has business entities, Brainerd Advisors, LTD and Brainerd Advisors Holdings LLC, for tax/investment purposes.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
LPL Financial LLC
July 2025 - July 2026 · 1 yr
LPL Financial LLC
January 2018 - October 2020 · 2 yrs 9 mos
Highpoint Planning Partners
March 2016 - December 2021 · 5 yrs 9 mos
Edward Jones
April 2009 - March 2016 · 6 yrs 11 mos
Edward JonesBroker
April 2009 - March 2016 · 6 yrs 11 mos
Edward Jones
August 2008 - February 2009 · 6 mos
Edward JonesBroker
August 2008 - February 2009 · 6 mos
State Registrations22 states
ARAZCACOFLIAILINKYMIMONCNDNHOHOKORTNTXVAWAWI
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.
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