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Brett Pawelkiewicz

Highpoint Planning Partners
11 Years of Experience
Downers Grove, IL
Broker
View SEC Summary
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Brett Pawelkiewicz is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 11 years of industry experience. Brett 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

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

Brett is a registered representative with LPL Financial LLC since 2021. This takes about a quarter of his time.

Employment History
Current Registrations
Highpoint Planning Partners
April 2024 - Present · 2 yrs 6 mos
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2021 - April 2024 · 2 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
April 2021 - July 2021 · 3 mos
Northwestern Mutual Investment Services,llc
April 2021 - July 2021 · 3 mos
Redwing Financial
February 2018 - February 2021 · 3 yrs
Lighthouse Institute
February 2016 - May 2018 · 2 yrs 3 mos
Highpoint Advisor Group, LLC
November 2014 - January 2016 · 1 yr 2 mos
LPL Financial LLCBroker
July 2014 - February 2021 · 6 yrs 7 mos
State Registrations1 state
IL
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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