Advisor at HighPoint Planning Partners
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Firm
HighPoint Planning Partners
Location
Bartonville, TX 76226
Credentials
Series 66
Industry experience
8 years
Brooks Morrow is a financial advisor at HighPoint Planning Partners with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and New York Life. Outside of his advisory role, he owns two non-investment-related businesses, Tomorrowsassets and Alora Distribution, both based in Lantana, Texas. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and uses a range of investment strategies including fundamental analysis and diversified allocations across various securities and independent managers.
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
176 Mc Makin Road
Bartonville, TX 76226
Texas
HighPoint Advisor Group, LLC
2025 - Present (1 year)
LPL Financial
2024 - 2025 (1 year)
Advisor Resource Council
2018 - 2025 (7 years)
LPL Financial
2016 - Present (10 years)
New York Life
2015 - 2016 (1 year)
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.
Verified by Warmer
CFP®, Series 66
Northlake, TX
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