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Larry Hightower

Advisor at Hightower & Boler, LLC

Updated today
Hightower & Boler, LLC logo

Firm

Hightower & Boler, LLC

Location

Chicago, IL 60601

Credentials

CFP®, Series 63

Industry experience

29 years

About

Larry Hightower is a CFP® with 29 years of industry experience, currently serving as the sole advisor at Hightower & Boler, LLC since 2017. His prior experience includes roles at Protective Life Insurance and EverGreen Capital Management. He also serves on the board of the Carole Robertson Center for Learning, a nonprofit organization focused on child and family development. Hightower & Boler, LLC provides fee-only investment advisory services, financial planning, and tax preparation to individuals, high-net-worth clients, trusts, estates, and state or municipal government entities. The firm manages approximately $5.9 million in discretionary assets and offers customized investment strategies primarily using individual bonds and exchange-traded funds, with services notable for including institutional and government clients.

Client services

Based on Hightower & Boler, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Hightower & Boler, LLC

General retirement planning General tax planning Wealth management

Occupation focus

Based on Hightower & Boler, LLC

Retired

Fee options

Fixed

Financial planning fees ranging from $1,200 to $25,000 depending on plan complexity; tax preparation fees from $250 to $1,200 depending on client type.

Percentage

$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $4,000,000: 0.70% annually $4,000,001+: Negotiable

Project-based

$300 per hour for financial consultative reviews and additional tax research beyond 2 hours.

Other

Account minimum: $250,000 Fee-only: Investment advisory fees paid quarterly or monthly in advance; Financial planning fees range from $1,200 to $25,000 depending on service tier; hourly planning fees at $300 per hour; tax preparation fees $250 - $500 for individuals, $600 - $1,200 for trusts.

Location

77 W Wacker Dr., Suite 4500

Chicago, IL 60601

Most active in

Illinois

Work history

Hightower & Boler, LLC

2017 - Present (9 years)

Protective Life Insurance

2016 - 2021 (5 years)

EverGreen Capital Management

2016 - 2017 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies Executive
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

Series 65

Chicago, IL

MJC Financial Fitness LLC

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Nauman B

Series 65

Chicago, IL

Old Forge Advisors

Wealth management
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