RD
RD

Richard Debruin

17 Years of Experience
Downers Grove, IL
BrokerSells Insurance

Richard Debruin is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 17 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
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.

Loading...

Location

2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Richard operates under the DBA Highpoint Planning Partners for his LPL business since 2013. He is also an agent for life, accident, and health insurance and a registered investment advisor through Highpoint Advisor Group, LLC, dedicating about half of his time to these activities.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
August 2013 - Present · 12 yrs 9 mos
Previous Registrations
Highpoint Planning Partners
August 2013 - December 2021 · 8 yrs 4 mos
New England Securities Corporation
March 2010 - August 2013 · 3 yrs 5 mos
New England SecuritiesBroker
November 2008 - August 2013 · 4 yrs 9 mos
State Registrations20 states
AZCACOCTDCFLILINMDMIMNNCNVNYORRISCVAVTWI
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.
Richard Debruin - Financial Advisor | TrueAdvisor