Highpointe Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$24,063,469
Clients
60
3% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
HighAverage account size
$401,058
About
The firm serves individuals (including high‑net‑worth clients), small businesses, and employer retirement plans, providing customized financial planning and discretionary portfolio management. In addition to investment and planning services, it offers business-consulting work and provides accounting and tax-preparation services and insurance product sales under separate agreements.
Investment advice is grounded in Modern Portfolio Theory and fundamental analysis, typically implemented with ETFs, mutual funds, and pre-existing equities in a long-term, buy-and-hold framework with periodic rebalancing. The firm frequently recommends third-party asset managers to implement discretionary strategies and prepares written investment guidelines tailored to each client’s objectives, time horizon, and constraints.
What distinguishes the firm from many solo independent advisers is the integration of accounting/tax and outsourced controller services with its advisory practice and that the principal is a licensed insurance agent who may earn commissions on certain insurance and annuity sales, a relationship the brochure discloses as a potential conflict of interest. The firm also notes that financial planning sessions are provided without charge and that custody and execution are handled through custodians and recommended TPAMs, with client reporting coming directly from those custodians.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Income planning
Retirement withdrawal strategies
Cash flow / budgeting
Debt management
General estate planning guidance
Fee options
$0 - $499,999.99: 0.85% annually $500,000 - $1,499,999.99: 0.75% annually $1,500,000 - $4,999,999.99: 0.65% annually $5,000,000+: 0.55% annually
Insurance commissions from fixed annuities, life, health, and long-term care insurance products if purchased through licensed agent Burton Grantham
Main office location
Highpointe Wealth
Vista CA, United States
Number of offices
1
Most active in
Highpointe Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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