Casey Moss is a registered investment advisor at Highpoint Planning Partners, based in Arlington Heights, IL, with 6 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
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
Location
171 W Wing St, Suite 204B, Arlington Heights, IL, 60005
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Regulatory History
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 Activities
Casey is the owner and accountant at Casey Moss Tax and Accounting, LLC, providing tax preparation, accounting, and CPA services. This occupies nearly a full-time commitment.
Employment History
Current Registrations
Highpoint Planning Partners
Total Clarity Wealth Management, INC
Previous Registrations
Capital Point Financial Group, LTD.
LPL Financial LLCBroker
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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
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