Advisor at HighPoint Planning Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HighPoint Planning Partners
Location
Downers Grove, IL 60515
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
14 years
Arash Kadivar is a CFP® professional with 14 years of industry experience, currently affiliated with HighPoint Planning Partners. He has held roles at LPL Financial, TD Ameritrade, Charles Schwab, and Beaumont Financial Partners. Kadivar is involved in administrative support for HighPoint Advisor Group and manages investment-related activities through entities associated with LPL Financial. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs fundamental analysis to construct individualized investment policies and utilizes various custodial and third-party program solutions to manage client portfolios.
Based on HighPoint Planning Partners
Based on HighPoint Planning Partners
Fixed fees typically ranging from $500 to $20,000 for financial planning and consulting
0% to 2.20% annually
Dually Registered Persons earn commissions on brokerage sales separate from advisory services; HPAG itself does not earn commissions on advisory accounts
Up to $500 per hour for financial planning and consulting services
Annual retainer fees up to $20,000 for ongoing financial planning and consulting, payable monthly, quarterly, or annually
Account minimum: $5,000 Fee-only: Financial planning and consulting fees charged hourly up to $500/hour, fixed fees typically $500 to $20,000, or annual retainer fees up to $20,000
2651 Warrenville Road, Suite 200
Downers Grove, IL 60515
Illinois
LPL Financial, LLC
2019 - Present (7 years)
HighPoint Advisor Group, LLC
2019 - Present (7 years)
Unemployed
2019 - 2019 (1 year)
Student
2018 - 2019 (1 year)
TD Ameritrade
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
Charles Schwab
2017 - 2017 (1 year)
Charles Schwab Bank
2017 - 2017 (1 year)
ALPS Holdings
2016 - 2017 (1 year)
UNEMPLOYED
2016 - 2016 (1 year)
Beaumont Financial Partners, LLC
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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I believe that everyone should have access to a professional advisor who understands their needs and can help them achieve the lifestyle they desire. As a financial advisor, I am dedicated to learning about your personal goals and using them to build a retirement plan tailored to your unique situation. NexJenn Financial Services was founded in response to the demand for financial planning from my tax clients. Often squeezed between spending for their kids’ education, caring for an elderly relative and saving for their own retirement, many were anxious about their financial future. I have enjoyed helping my clients find a balance and focus on building a strong financial future. I am a CPA® and CERTIFIED FINANCIAL PLANNER Professional®, as well as a Retirement Income Certified Professional®. Additionally, I am a member of the National Association of Personal Financial Advisors and the XY Planning Network. In my spare time, my husband and I volunteer at a homeless shelter. I also love to bike and travel and am an aspiring photographer. I have been married for 30 years and together with my awesome husband, we’ve raised three awesome kids.
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